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 | $19,183 | $39,798-51.8% | $67,711-71.7% | $59,632-67.8% |
| Participation rate | 63.0% | 57.4%+5.7pp | 67.5%-4.5pp | 68.7%-5.6pp |
| Annual return | 0.29% | 89.94%-89.6pp | 25.41%-25.1pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $334 | $1,393-76.0% | $2,559-87.0% | $2,203-84.8% |
| Participant deferral / active EE | $2,381 | $2,335+2.0% | $3,585-33.6% | $3,192-25.4% |
| Admin fee / account holder | $2,578 | $3,212-19.7% | $4,255-39.4% | $4,297-40.0% |