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 | $38,812 | $57,354-32.3% | $83,848-53.7% | $64,186-39.5% |
| Participation rate | 59.1% | 68.6%-9.5pp | 76.1%-17.1pp | 69.6%-10.5pp |
| Annual return | -6.50% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,943 | $2,545+54.9% | $3,631+8.6% | $2,381+65.6% |
| Participant deferral / active EE | $2,430 | $2,993-18.8% | $4,082-40.5% | $3,470-30.0% |
| Admin fee / account holder | $2,148 | $4,046-46.9% | $5,478-60.8% | $4,888-56.0% |