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 | $54,264 | $52,681+3.0% | $75,781-28.4% | $59,632-9.0% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.8%-25.8pp | 68.7%-18.7pp |
| Annual return | -1.78% | 2.95%-4.7pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $951 | $2,193-56.6% | $3,323-71.4% | $2,203-56.8% |
| Participant deferral / active EE | $1,791 | $2,591-30.9% | $3,651-51.0% | $3,192-43.9% |
| Admin fee / account holder | $5,306 | $3,610+47.0% | $5,299+0.1% | $4,297+23.5% |