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 | $53,759 | $87,540-38.6% | $75,781-29.1% | $125,391-57.1% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | 0.87% | 13.48%-12.6pp | 9.68%-8.8pp | 282.22%-281.4pp |
| Employer contribution / active EE | $3,035 | $3,930-22.8% | $3,323-8.7% | $4,866-37.6% |
| Participant deferral / active EE | $4,750 | $4,229+12.3% | $3,651+30.1% | $5,352-11.2% |
| Admin fee / account holder | $28,055 | $6,502+331.5% | $5,299+429.4% | $9,540+194.1% |