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 | $94,768 | $211,958-55.3% | $169,463-44.1% | $135,375-30.0% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -5.34% | 3.26%-8.6pp | 1.83%-7.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,183 | $5,120-57.4% | $4,159-47.5% | $4,779-54.3% |
| Participant deferral / active EE | $2,694 | $6,075-55.7% | $5,277-48.9% | $5,609-52.0% |
| Admin fee / account holder | $12,888 | $11,471+12.4% | $9,109+41.5% | $10,827+19.0% |