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 | $59,517 | $85,790-30.6% | $67,313-11.6% | $135,375-56.0% |
| Participation rate | 38.5% | 76.5%-38.0pp | 69.1%-30.6pp | 82.6%-44.2pp |
| Annual return | -5.57% | -0.54%-5.0pp | -4.08%-1.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,106 | $3,487-68.3% | $2,566-56.9% | $4,779-76.9% |
| Participant deferral / active EE | $3,076 | $4,651-33.9% | $3,568-13.8% | $5,609-45.2% |
| Admin fee / account holder | $10,531 | $6,392+64.7% | $4,507+133.7% | $10,827-2.7% |