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 | $36,609 | $57,354-36.2% | $83,848-56.3% | $64,186-43.0% |
| Participation rate | 54.5% | 68.6%-14.1pp | 76.1%-21.6pp | 69.6%-15.0pp |
| Annual return | 1.90% | 11.38%-9.5pp | 850.88%-849.0pp | 7.63%-5.7pp |
| Employer contribution / active EE | $1,360 | $2,545-46.6% | $3,631-62.5% | $2,381-42.9% |
| Participant deferral / active EE | $1,956 | $2,993-34.6% | $4,082-52.1% | $3,470-43.6% |
| Admin fee / account holder | $645 | $4,046-84.1% | $5,478-88.2% | $4,888-86.8% |