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 | $45,585 | $87,540-47.9% | $75,781-39.8% | $125,391-63.6% |
| Participation rate | 57.9% | 80.2%-22.3pp | 75.8%-17.9pp | 83.2%-25.3pp |
| Annual return | -1.09% | 13.48%-14.6pp | 9.68%-10.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,103 | $3,930-71.9% | $3,323-66.8% | $4,866-77.3% |
| Participant deferral / active EE | $2,800 | $4,229-33.8% | $3,651-23.3% | $5,352-47.7% |
| Admin fee / account holder | $2,890 | $6,502-55.5% | $5,299-45.5% | $9,540-69.7% |