See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,184 | $52,681-38.9% | $75,781-57.5% | $59,632-46.0% |
| Participation rate | 68.1% | 67.2%+0.9pp | 75.8%-7.7pp | 68.7%-0.6pp |
| Annual return | -2.31% | 2.95%-5.3pp | 9.68%-12.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,668 | $2,193-24.0% | $3,323-49.8% | $2,203-24.3% |
| Participant deferral / active EE | $2,955 | $2,591+14.1% | $3,651-19.1% | $3,192-7.4% |
| Admin fee / account holder | $2,554 | $3,610-29.3% | $5,299-51.8% | $4,297-40.6% |