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 | $52,532 | $40,256+30.5% | $57,343-8.4% | $59,632-11.9% |
| Participation rate | 51.0% | 69.2%-18.2pp | 75.1%-24.1pp | 68.7%-17.7pp |
| Annual return | -1.78% | 27.49%-29.3pp | 24.39%-26.2pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $765 | $1,922-60.2% | $2,689-71.6% | $2,203-65.3% |
| Participant deferral / active EE | $1,627 | $2,399-32.2% | $3,162-48.6% | $3,192-49.0% |
| Admin fee / account holder | $3,292 | $2,818+16.8% | $3,356-1.9% | $4,297-23.4% |