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 | $77,753 | $107,791-27.9% | $90,645-14.2% | $135,375-42.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -4.11% | -0.90%-3.2pp | 1.88%-6.0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,394 | $3,018-53.8% | $2,532-44.9% | $4,779-70.8% |
| Participant deferral / active EE | $4,146 | $3,872+7.1% | $3,425+21.1% | $5,609-26.1% |
| Admin fee / account holder | $575 | $5,930-90.3% | $4,994-88.5% | $10,827-94.7% |