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 | $64,490 | $99,032-34.9% | $80,019-19.4% | $135,375-52.4% |
| Participation rate | 69.6% | 78.4%-8.8pp | 75.8%-6.3pp | 82.6%-13.1pp |
| Annual return | -2.22% | 15.39%-17.6pp | 11.22%-13.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,952 | $4,282-54.4% | $3,686-47.0% | $5,609-65.2% |
| Admin fee / account holder | $2,811 | $10,436-73.1% | $6,521-56.9% | $10,827-74.0% |