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 | $53,310 | $58,577-9.0% | $83,333-36.0% | $64,186-16.9% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -6.36% | 9.65%-16.0pp | 10.63%-17.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $957 | $2,098-54.4% | $3,379-71.7% | $2,381-59.8% |
| Participant deferral / active EE | $2,538 | $4,654-45.5% | $5,565-54.4% | $3,470-26.8% |
| Admin fee / account holder | $17,578 | $9,275+89.5% | $7,510+134.0% | $4,888+259.6% |