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 | $41,496 | $54,380-23.7% | $68,509-39.4% | $59,632-30.4% |
| Participation rate | 28.9% | 70.2%-41.2pp | 74.7%-45.8pp | 68.7%-39.7pp |
| Annual return | -1.79% | 2.83%-4.6pp | 8.27%-10.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $899 | $1,539-41.6% | $2,278-60.5% | $2,203-59.2% |
| Participant deferral / active EE | $1,287 | $2,643-51.3% | $3,382-62.0% | $3,192-59.7% |
| Admin fee / account holder | $52,069 | $3,885+1240.1% | $5,275+887.1% | $4,297+1111.8% |