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 | $36,992 | $52,681-29.8% | $75,781-51.2% | $59,632-38.0% |
| Participation rate | 64.5% | 67.2%-2.7pp | 75.8%-11.3pp | 68.7%-4.2pp |
| Annual return | -1.88% | 2.95%-4.8pp | 9.68%-11.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $750 | $2,193-65.8% | $3,323-77.4% | $2,203-65.9% |
| Participant deferral / active EE | $1,976 | $2,591-23.7% | $3,651-45.9% | $3,192-38.1% |
| Admin fee / account holder | $2,817 | $3,610-22.0% | $5,299-46.8% | $4,297-34.4% |