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 | $56,714 | $99,032-42.7% | $80,019-29.1% | $135,375-58.1% |
| Participation rate | 63.6% | 78.4%-14.7pp | 75.8%-12.2pp | 82.6%-19.0pp |
| Annual return | -4.85% | 15.39%-20.2pp | 11.22%-16.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,429 | $4,282+26.8% | $3,686+47.3% | $5,609-3.2% |
| Admin fee / account holder | $2,945 | $10,436-71.8% | $6,521-54.8% | $10,827-72.8% |