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 | $21,853 | $92,222-76.3% | $76,768-71.5% | $135,375-83.9% |
| Participation rate | 55.0% | 79.8%-24.8pp | 77.0%-22.0pp | 82.6%-27.6pp |
| Annual return | -4.89% | 5.46%-10.4pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,057 | $3,216-67.1% | $2,485-57.5% | $4,779-77.9% |
| Participant deferral / active EE | $1,471 | $4,509-67.4% | $3,852-61.8% | $5,609-73.8% |
| Admin fee / account holder | $1,615 | $10,748-85.0% | $6,675-75.8% | $10,827-85.1% |