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 | $51,058 | $72,404-29.5% | $110,238-53.7% | $64,186-20.5% |
| Participation rate | 54.8% | 73.3%-18.6pp | 79.8%-25.1pp | 69.6%-14.8pp |
| Annual return | -5.25% | -6.29%+1.0pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $725 | $2,282-68.2% | $3,826-81.0% | $2,381-69.5% |
| Participant deferral / active EE | $2,177 | $3,469-37.3% | $4,672-53.4% | $3,470-37.3% |
| Admin fee / account holder | $3,051 | $5,664-46.1% | $8,547-64.3% | $4,888-37.6% |