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 | $57,576 | $69,010-16.6% | $159,960-64.0% | $68,494-15.9% |
| Participation rate | 37.0% | 65.4%-28.4pp | 78.0%-40.9pp | 67.9%-30.9pp |
| Annual return | 2.65% | -9.65%+12.3pp | 408.60%-406.0pp | -7.84%+10.5pp |
| Employer contribution / active EE | $1,235 | $2,213-44.2% | $4,226-70.8% | $2,596-52.4% |
| Participant deferral / active EE | $1,506 | $4,212-64.2% | $6,182-75.6% | $4,027-62.6% |
| Admin fee / account holder | $3,505 | $4,798-27.0% | $8,698-59.7% | $5,403-35.1% |