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 | $59,727 | $43,723+36.6% | $121,196-50.7% | $64,186-6.9% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.7%-21.7pp | 69.6%-19.6pp |
| Annual return | -5.00% | 68.91%-73.9pp | 16.93%-21.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $504 | $1,296-61.1% | $4,022-87.5% | $2,381-78.8% |
| Participant deferral / active EE | $2,047 | $2,280-10.2% | $3,344-38.8% | $3,470-41.0% |
| Admin fee / account holder | $19,020 | $3,501+443.3% | $5,019+278.9% | $4,888+289.1% |