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 | $34,475 | $52,681-34.6% | $75,781-54.5% | $59,632-42.2% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.8%-25.8pp | 68.7%-18.7pp |
| Annual return | -2.19% | 2.95%-5.1pp | 9.68%-11.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $909 | $2,193-58.6% | $3,323-72.7% | $2,203-58.7% |
| Participant deferral / active EE | $1,896 | $2,591-26.8% | $3,651-48.1% | $3,192-40.6% |
| Admin fee / account holder | $2,848 | $3,610-21.1% | $5,299-46.3% | $4,297-33.7% |