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 | $35,331 | $45,566-22.5% | $64,105-44.9% | $59,632-40.8% |
| Participation rate | 42.6% | 60.2%-17.5pp | 68.2%-25.5pp | 68.7%-26.0pp |
| Annual return | -1.29% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $369 | $934-60.5% | $1,820-79.7% | $2,203-83.2% |
| Participant deferral / active EE | $1,574 | $2,057-23.5% | $2,822-44.2% | $3,192-50.7% |
| Admin fee / account holder | $1,350 | $3,268-58.7% | $4,499-70.0% | $4,297-68.6% |