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 | $45,226 | $94,529-52.2% | $140,016-67.7% | $64,186-29.5% |
| Participation rate | 53.6% | 84.1%-30.5pp | 87.5%-33.9pp | 69.6%-16.0pp |
| Annual return | -6.30% | 7.77%-14.1pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,278 | $3,812-66.5% | $5,606-77.2% | $2,381-46.3% |
| Participant deferral / active EE | $4,179 | $5,250-20.4% | $6,927-39.7% | $3,470+20.4% |
| Admin fee / account holder | $3,406 | $6,741-49.5% | $10,705-68.2% | $4,888-30.3% |