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 | $26,937 | $57,354-53.0% | $83,848-67.9% | $64,186-58.0% |
| Participation rate | 50.9% | 68.6%-17.7pp | 76.1%-25.2pp | 69.6%-18.6pp |
| Annual return | -7.39% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,578 | $2,545-38.0% | $3,631-56.5% | $2,381-33.7% |
| Participant deferral / active EE | $3,152 | $2,993+5.3% | $4,082-22.8% | $3,470-9.1% |
| Admin fee / account holder | $1,837 | $4,046-54.6% | $5,478-66.5% | $4,888-62.4% |