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 | $78,381 | $52,681+48.8% | $75,781+3.4% | $59,632+31.4% |
| Participation rate | 41.7% | 67.2%-25.6pp | 75.8%-34.2pp | 68.7%-27.0pp |
| Annual return | -2.10% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $547 | $2,193-75.1% | $3,323-83.5% | $2,203-75.2% |
| Participant deferral / active EE | $2,188 | $2,591-15.5% | $3,651-40.1% | $3,192-31.4% |
| Admin fee / account holder | $11,690 | $3,610+223.9% | $5,299+120.6% | $4,297+172.1% |