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 | $51,017 | $57,354-11.0% | $83,848-39.2% | $64,186-20.5% |
| Participation rate | 61.9% | 68.6%-6.7pp | 76.1%-14.2pp | 69.6%-7.7pp |
| Annual return | -3.91% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,054 | $2,545-58.6% | $3,631-71.0% | $2,381-55.7% |
| Participant deferral / active EE | $2,924 | $2,993-2.3% | $4,082-28.4% | $3,470-15.7% |
| Admin fee / account holder | $897 | $4,046-77.8% | $5,478-83.6% | $4,888-81.6% |