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 | $83,932 | $211,958-60.4% | $169,463-50.5% | $135,375-38.0% |
| Participation rate | 63.6% | 82.6%-19.0pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -1.22% | 3.26%-4.5pp | 1.83%-3.1pp | 519.73%-521.0pp |
| Employer contribution / active EE | $2,489 | $5,120-51.4% | $4,159-40.2% | $4,779-47.9% |
| Participant deferral / active EE | $3,556 | $6,075-41.5% | $5,277-32.6% | $5,609-36.6% |
| Admin fee / account holder | $2,684 | $11,471-76.6% | $9,109-70.5% | $10,827-75.2% |