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 | $46,055 | $54,320-15.2% | $67,652-31.9% | $52,331-12.0% |
| Participation rate | 42.5% | 73.6%-31.1pp | 75.7%-33.2pp | 68.1%-25.6pp |
| Annual return | -0.05% | 6.81%-6.9pp | 6625.04%-6625.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,333 | $1,544-13.6% | $2,266-41.2% | $1,882-29.1% |
| Participant deferral / active EE | $2,447 | $2,950-17.1% | $3,560-31.3% | $3,022-19.0% |
| Admin fee / account holder | $14,345 | $527+2624.2% | $4,821+197.6% | $592+2324.9% |