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 | $44,236 | $211,958-79.1% | $169,463-73.9% | $135,375-67.3% |
| Participation rate | 56.3% | 82.6%-26.4pp | 77.8%-21.5pp | 82.6%-26.4pp |
| Annual return | -5.89% | 3.26%-9.2pp | 1.83%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,134 | $6,075-81.3% | $5,277-78.5% | $5,609-79.8% |
| Admin fee / account holder | $384 | $11,471-96.7% | $9,109-95.8% | $10,827-96.5% |