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 | $44,546 | $57,354-22.3% | $83,848-46.9% | $64,186-30.6% |
| Participation rate | 49.0% | 68.6%-19.6pp | 76.1%-27.2pp | 69.6%-20.6pp |
| Annual return | -7.31% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,127 | $2,545-55.7% | $3,631-69.0% | $2,381-52.7% |
| Participant deferral / active EE | $2,388 | $2,993-20.2% | $4,082-41.5% | $3,470-31.2% |
| Admin fee / account holder | $4,391 | $4,046+8.5% | $5,478-19.8% | $4,888-10.2% |