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 | $24,385 | $52,519-53.6% | $155,790-84.3% | $59,632-59.1% |
| Participation rate | 53.3% | 61.7%-8.4pp | 76.1%-22.8pp | 68.7%-15.3pp |
| Annual return | -0.53% | 53.51%-54.0pp | 71.54%-72.1pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,696 | $1,589+69.6% | $3,836-29.7% | $2,203+22.4% |
| Participant deferral / active EE | $5,693 | $3,084+84.6% | $4,797+18.7% | $3,192+78.4% |
| Admin fee / account holder | $3,402 | $3,540-3.9% | $7,478-54.5% | $4,297-20.8% |