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 | $29,833 | $77,813-61.7% | $123,544-75.9% | $64,186-53.5% |
| Participation rate | 55.8% | 74.7%-18.9pp | 82.3%-26.5pp | 69.6%-13.8pp |
| Annual return | -4.07% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,550 | $3,014-48.6% | $4,628-66.5% | $2,381-34.9% |
| Participant deferral / active EE | $2,915 | $5,240-44.4% | $6,426-54.6% | $3,470-16.0% |
| Admin fee / account holder | $1,784 | $5,519-67.7% | $9,284-80.8% | $4,888-63.5% |