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 8-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 | $34,857 | $61,660-43.5% | $80,019-56.4% | $64,186-45.7% |
| Participation rate | 51.3% | 71.7%-20.4pp | 75.8%-24.5pp | 69.6%-18.3pp |
| Annual return | -1.87% | -0.33%-1.5pp | 11.22%-13.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,116 | $1,810-38.3% | $2,468-54.8% | $2,381-53.1% |
| Participant deferral / active EE | $1,640 | $2,968-44.7% | $3,686-55.5% | $3,470-52.7% |
| Admin fee / account holder | $30,525 | $5,417+463.5% | $6,521+368.1% | $4,888+524.5% |