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 | $26,407 | $39,162-32.6% | $100,671-73.8% | $59,632-55.7% |
| Participation rate | 64.8% | 55.9%+8.9pp | 70.7%-5.9pp | 68.7%-3.9pp |
| Annual return | -2.46% | 21.07%-23.5pp | 20.43%-22.9pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $710 | $1,151-38.3% | $4,012-82.3% | $2,203-67.8% |
| Participant deferral / active EE | $2,285 | $1,992+14.7% | $3,144-27.3% | $3,192-28.4% |
| Admin fee / account holder | $1,857 | $2,969-37.4% | $4,850-61.7% | $4,297-56.8% |