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 | $66,316 | $158,817-58.2% | $121,196-45.3% | $135,375-51.0% |
| Participation rate | 41.7% | 79.3%-37.6pp | 71.7%-30.1pp | 82.6%-41.0pp |
| Annual return | -5.52% | -0.64%-4.9pp | 16.93%-22.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,971 | $5,665-65.2% | $4,022-51.0% | $4,779-58.8% |
| Participant deferral / active EE | $5,052 | $4,005+26.2% | $3,344+51.1% | $5,609-9.9% |
| Admin fee / account holder | $18,686 | $6,512+186.9% | $5,019+272.3% | $10,827+72.6% |