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 | $23,844 | $95,193-75.0% | $76,523-68.8% | $135,375-82.4% |
| Participation rate | 38.5% | 74.4%-35.9pp | 68.0%-29.5pp | 82.6%-44.2pp |
| Annual return | -5.26% | 4.85%-10.1pp | -0.27%-5.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,692 | $3,302-48.8% | $2,647-36.1% | $4,779-64.6% |
| Participant deferral / active EE | $2,436 | $4,639-47.5% | $3,835-36.5% | $5,609-56.6% |
| Admin fee / account holder | $5,600 | $6,249-10.4% | $4,848+15.5% | $10,827-48.3% |