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 | $41,350 | $62,586-33.9% | $76,768-46.1% | $64,186-35.6% |
| Participation rate | 39.5% | 72.8%-33.3pp | 77.0%-37.4pp | 69.6%-30.0pp |
| Annual return | 10.16% | -1.95%+12.1pp | 2.43%+7.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,127 | $3,145-32.3% | $3,852-44.8% | $3,470-38.7% |
| Admin fee / account holder | $8,671 | $4,667+85.8% | $6,675+29.9% | $4,888+77.4% |