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 | $36,398 | $92,222-60.5% | $76,768-52.6% | $135,375-73.1% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -4.01% | 5.46%-9.5pp | 2.43%-6.4pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,164 | $3,216-63.8% | $2,485-53.2% | $4,779-75.6% |
| Participant deferral / active EE | $2,057 | $4,509-54.4% | $3,852-46.6% | $5,609-63.3% |
| Admin fee / account holder | $580 | $10,748-94.6% | $6,675-91.3% | $10,827-94.6% |