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 | $50,345 | $52,681-4.4% | $75,781-33.6% | $59,632-15.6% |
| Participation rate | 56.4% | 67.2%-10.8pp | 75.8%-19.4pp | 68.7%-12.3pp |
| Annual return | -0.89% | 2.95%-3.8pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,078 | $2,591-58.4% | $3,651-70.5% | $3,192-66.2% |
| Admin fee / account holder | $1,622 | $3,610-55.1% | $5,299-69.4% | $4,297-62.2% |