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 9-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 | $35,783 | $84,527-57.7% | $67,711-47.2% | $125,391-71.5% |
| Participation rate | 69.2% | 74.8%-5.6pp | 67.5%+1.7pp | 83.2%-14.0pp |
| Annual return | -1.80% | 2.57%-4.4pp | 25.41%-27.2pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,404 | $3,292-57.4% | $2,559-45.1% | $4,866-71.1% |
| Participant deferral / active EE | $3,345 | $4,429-24.5% | $3,585-6.7% | $5,352-37.5% |
| Admin fee / account holder | $1,005 | $5,340-81.2% | $4,255-76.4% | $9,540-89.5% |