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 | $53,820 | $92,222-41.6% | $76,768-29.9% | $135,375-60.2% |
| Participation rate | 65.2% | 79.8%-14.5pp | 77.0%-11.7pp | 82.6%-17.4pp |
| Annual return | -5.71% | 5.46%-11.2pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,141 | $3,216-64.5% | $2,485-54.1% | $4,779-76.1% |
| Participant deferral / active EE | $1,813 | $4,509-59.8% | $3,852-52.9% | $5,609-67.7% |
| Admin fee / account holder | $8,120 | $10,748-24.4% | $6,675+21.7% | $10,827-25.0% |