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 | $58,264 | $52,681+10.6% | $75,781-23.1% | $59,632-2.3% |
| Participation rate | 34.6% | 67.2%-32.6pp | 75.8%-41.2pp | 68.7%-34.1pp |
| Annual return | -1.37% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,664 | $2,193-24.1% | $3,323-49.9% | $2,203-24.5% |
| Participant deferral / active EE | $2,754 | $2,591+6.3% | $3,651-24.6% | $3,192-13.7% |
| Admin fee / account holder | $22,462 | $3,610+522.3% | $5,299+323.9% | $4,297+422.7% |