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 | $24,585 | $92,222-73.3% | $76,768-68.0% | $135,375-81.8% |
| Participation rate | 28.6% | 79.8%-51.2pp | 77.0%-48.4pp | 82.6%-54.1pp |
| Annual return | -0.48% | 5.46%-5.9pp | 2.43%-2.9pp | 519.73%-520.2pp |
| Employer contribution / active EE | $914 | $3,216-71.6% | $2,485-63.2% | $4,779-80.9% |
| Participant deferral / active EE | $1,391 | $4,509-69.2% | $3,852-63.9% | $5,609-75.2% |
| Admin fee / account holder | $77,514 | $10,748+621.2% | $6,675+1061.3% | $10,827+615.9% |