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 | $49,991 | $58,577-14.7% | $83,333-40.0% | $64,186-22.1% |
| Participation rate | 54.8% | 72.0%-17.2pp | 77.8%-22.9pp | 69.6%-14.7pp |
| Annual return | -8.09% | 9.65%-17.7pp | 10.63%-18.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $899 | $2,098-57.2% | $3,379-73.4% | $2,381-62.3% |
| Participant deferral / active EE | $3,595 | $4,654-22.8% | $5,565-35.4% | $3,470+3.6% |
| Admin fee / account holder | $345 | $9,275-96.3% | $7,510-95.4% | $4,888-92.9% |