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 | $26,064 | $99,032-73.7% | $80,019-67.4% | $135,375-80.7% |
| Participation rate | 54.5% | 78.4%-23.8pp | 75.8%-21.3pp | 82.6%-28.1pp |
| Annual return | -1.24% | 15.39%-16.6pp | 11.22%-12.5pp | 519.73%-521.0pp |
| Employer contribution / active EE | $2,183 | $3,043-28.3% | $2,468-11.6% | $4,779-54.3% |
| Participant deferral / active EE | $3,810 | $4,282-11.0% | $3,686+3.4% | $5,609-32.1% |
| Admin fee / account holder | $18,398 | $10,436+76.3% | $6,521+182.1% | $10,827+69.9% |