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 | $100,135 | $92,222+8.6% | $76,768+30.4% | $135,375-26.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -5.55% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,138 | $3,216-64.6% | $2,485-54.2% | $4,779-76.2% |
| Participant deferral / active EE | $3,660 | $4,509-18.8% | $3,852-5.0% | $5,609-34.7% |
| Admin fee / account holder | $34,078 | $10,748+217.1% | $6,675+410.5% | $10,827+214.7% |