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 | $40,711 | $40,256+1.1% | $57,343-29.0% | $59,632-31.7% |
| Participation rate | 28.6% | 69.2%-40.6pp | 75.1%-46.5pp | 68.7%-40.1pp |
| Annual return | -1.80% | 27.49%-29.3pp | 24.39%-26.2pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $365 | $1,922-81.0% | $2,689-86.4% | $2,203-83.4% |
| Participant deferral / active EE | $850 | $2,399-64.6% | $3,162-73.1% | $3,192-73.4% |
| Admin fee / account holder | $25,691 | $2,818+811.8% | $3,356+665.6% | $4,297+497.9% |