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 | $44,658 | $52,681-15.2% | $75,781-41.1% | $59,632-25.1% |
| Participation rate | 25.6% | 67.2%-41.6pp | 75.8%-50.2pp | 68.7%-43.1pp |
| Annual return | -0.92% | 2.95%-3.9pp | 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 | $1,525 | $2,591-41.1% | $3,651-58.2% | $3,192-52.2% |
| Admin fee / account holder | $1,291 | $3,610-64.2% | $5,299-75.6% | $4,297-70.0% |