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 | $26,111 | $45,566-42.7% | $64,105-59.3% | $59,632-56.2% |
| Participation rate | 36.7% | 60.2%-23.5pp | 68.2%-31.5pp | 68.7%-32.0pp |
| Annual return | 1.00% | 4.95%-4.0pp | 791.24%-790.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $641 | $934-31.3% | $1,820-64.8% | $2,203-70.9% |
| Participant deferral / active EE | $909 | $2,057-55.8% | $2,822-67.8% | $3,192-71.5% |
| Admin fee / account holder | $2,840 | $3,268-13.1% | $4,499-36.9% | $4,297-33.9% |