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 | $53,540 | $211,958-74.7% | $169,463-68.4% | $135,375-60.5% |
| Participation rate | 45.0% | 82.6%-37.6pp | 77.8%-32.8pp | 82.6%-37.6pp |
| Annual return | -0.15% | 3.26%-3.4pp | 1.83%-2.0pp | 519.73%-519.9pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,111 | $6,075-65.3% | $5,277-60.0% | $5,609-62.4% |
| Admin fee / account holder | $835 | $11,471-92.7% | $9,109-90.8% | $10,827-92.3% |