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 | $55,942 | $127,386-56.1% | $115,037-51.4% | $125,391-55.4% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | 0.19% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,949 | $5,166-62.3% | $4,608-57.7% | $4,866-60.0% |
| Participant deferral / active EE | $3,002 | $6,423-53.3% | $6,026-50.2% | $5,352-43.9% |
| Admin fee / account holder | $20,438 | $9,516+114.8% | $8,175+150.0% | $9,540+114.2% |