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 | $72,285 | $211,958-65.9% | $169,463-57.3% | $135,375-46.6% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -4.05% | 3.26%-7.3pp | 1.83%-5.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $14,125 | $5,120+175.9% | $4,159+239.6% | $4,779+195.6% |
| Participant deferral / active EE | $1,173 | $6,075-80.7% | $5,277-77.8% | $5,609-79.1% |
| Admin fee / account holder | $540 | $11,471-95.3% | $9,109-94.1% | $10,827-95.0% |