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 | $36,059 | $52,681-31.6% | $75,781-52.4% | $59,632-39.5% |
| Participation rate | 53.5% | 67.2%-13.7pp | 75.8%-22.3pp | 68.7%-15.2pp |
| Annual return | 0.18% | 2.95%-2.8pp | 9.68%-9.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,655 | $2,193-24.5% | $3,323-50.2% | $2,203-24.9% |
| Participant deferral / active EE | $3,238 | $2,591+25.0% | $3,651-11.3% | $3,192+1.5% |
| Admin fee / account holder | $14,365 | $3,610+298.0% | $5,299+171.1% | $4,297+234.3% |