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 | $25,984 | $107,791-75.9% | $90,645-71.3% | $135,375-80.8% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | 1.32% | -0.90%+2.2pp | 1.88%-0.6pp | 519.73%-518.4pp |
| Employer contribution / active EE | $696 | $3,018-76.9% | $2,532-72.5% | $4,779-85.4% |
| Participant deferral / active EE | $2,720 | $3,872-29.7% | $3,425-20.6% | $5,609-51.5% |
| Admin fee / account holder | $104,394 | $5,930+1660.5% | $4,994+1990.5% | $10,827+864.2% |