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 | $20,097 | $43,723-54.0% | $121,196-83.4% | $64,186-68.7% |
| Participation rate | 54.5% | 58.3%-3.8pp | 71.7%-17.2pp | 69.6%-15.0pp |
| Annual return | -4.11% | 68.91%-73.0pp | 16.93%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $425 | $1,296-67.2% | $4,022-89.4% | $2,381-82.2% |
| Participant deferral / active EE | $1,337 | $2,280-41.3% | $3,344-60.0% | $3,470-61.5% |
| Admin fee / account holder | $6,084 | $3,501+73.8% | $5,019+21.2% | $4,888+24.5% |