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 | $63,659 | $52,681+20.8% | $75,781-16.0% | $59,632+6.8% |
| Participation rate | 25.8% | 67.2%-41.4pp | 75.8%-50.0pp | 68.7%-42.9pp |
| Annual return | -2.72% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $638 | $2,193-70.9% | $3,323-80.8% | $2,203-71.0% |
| Participant deferral / active EE | $2,398 | $2,591-7.4% | $3,651-34.3% | $3,192-24.9% |
| Admin fee / account holder | $1,044 | $3,610-71.1% | $5,299-80.3% | $4,297-75.7% |