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 | $31,186 | $77,813-59.9% | $123,544-74.8% | $64,186-51.4% |
| Participation rate | 51.9% | 74.7%-22.8pp | 82.3%-30.4pp | 69.6%-17.7pp |
| Annual return | -5.19% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,117 | $3,014-62.9% | $4,628-75.9% | $2,381-53.1% |
| Participant deferral / active EE | $4,716 | $5,240-10.0% | $6,426-26.6% | $3,470+35.9% |
| Admin fee / account holder | $2,078 | $5,519-62.3% | $9,284-77.6% | $4,888-57.5% |