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 | $46,995 | $87,540-46.3% | $75,781-38.0% | $125,391-62.5% |
| Participation rate | 58.3% | 80.2%-21.8pp | 75.8%-17.5pp | 83.2%-24.9pp |
| Annual return | -0.65% | 13.48%-14.1pp | 9.68%-10.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,813 | $3,930-53.9% | $3,323-45.5% | $4,866-62.8% |
| Participant deferral / active EE | $4,410 | $4,229+4.3% | $3,651+20.8% | $5,352-17.6% |
| Admin fee / account holder | $584 | $6,502-91.0% | $5,299-89.0% | $9,540-93.9% |