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 | $31,517 | $52,681-40.2% | $75,781-58.4% | $59,632-47.1% |
| Participation rate | 66.3% | 67.2%-0.9pp | 75.8%-9.5pp | 68.7%-2.4pp |
| Annual return | -0.16% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,327 | $2,193-39.5% | $3,323-60.1% | $2,203-39.7% |
| Participant deferral / active EE | $2,280 | $2,591-12.0% | $3,651-37.6% | $3,192-28.6% |
| Admin fee / account holder | $5,147 | $3,610+42.6% | $5,299-2.9% | $4,297+19.8% |