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 | $43,642 | $57,354-23.9% | $83,848-48.0% | $64,186-32.0% |
| Participation rate | 63.2% | 68.6%-5.4pp | 76.1%-13.0pp | 69.6%-6.4pp |
| Annual return | -4.10% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,972 | $2,545-22.5% | $3,631-45.7% | $2,381-17.2% |
| Participant deferral / active EE | $3,640 | $2,993+21.6% | $4,082-10.8% | $3,470+4.9% |
| Admin fee / account holder | $3,341 | $4,046-17.4% | $5,478-39.0% | $4,888-31.7% |