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 | $36,573 | $75,828-51.8% | $147,614-75.2% | $59,632-38.7% |
| Participation rate | 64.8% | 71.6%-6.8pp | 84.6%-19.8pp | 68.7%-3.9pp |
| Annual return | -2.28% | 0.37%-2.6pp | 61.98%-64.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,120 | $3,485-67.9% | $5,564-79.9% | $2,203-49.2% |
| Participant deferral / active EE | $2,565 | $3,130-18.1% | $4,895-47.6% | $3,192-19.6% |
| Admin fee / account holder | $2,088 | $5,985-65.1% | $11,611-82.0% | $4,297-51.4% |