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 | $48,188 | $92,222-47.7% | $76,768-37.2% | $135,375-64.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -7.11% | 5.46%-12.6pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,284 | $3,216-60.1% | $2,485-48.3% | $4,779-73.1% |
| Participant deferral / active EE | $2,992 | $4,509-33.6% | $3,852-22.3% | $5,609-46.7% |
| Admin fee / account holder | $5,861 | $10,748-45.5% | $6,675-12.2% | $10,827-45.9% |