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 | $46,919 | $127,386-63.2% | $115,037-59.2% | $125,391-62.6% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -1.20% | 31.28%-32.5pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,323 | $5,166-74.4% | $4,608-71.3% | $4,866-72.8% |
| Participant deferral / active EE | $2,664 | $6,423-58.5% | $6,026-55.8% | $5,352-50.2% |
| Admin fee / account holder | $21,615 | $9,516+127.1% | $8,175+164.4% | $9,540+126.6% |