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 | $46,865 | $76,000-38.3% | $154,107-69.6% | $64,186-27.0% |
| Participation rate | 54.8% | 70.4%-15.6pp | 83.0%-28.2pp | 69.6%-14.7pp |
| Annual return | -7.03% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,346 | $3,351-30.0% | $5,298-55.7% | $2,381-1.5% |
| Participant deferral / active EE | $2,752 | $3,175-13.3% | $5,081-45.8% | $3,470-20.7% |
| Admin fee / account holder | $2,257 | $5,596-59.7% | $13,411-83.2% | $4,888-53.8% |