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 | $68,144 | $131,829-48.3% | $108,579-37.2% | $273,961-75.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 2.35% | -91.57%+93.9pp | -51.70%+54.0pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,375 | $4,912-72.0% | $3,758-63.4% | $4,869-71.8% |
| Participant deferral / active EE | $2,073 | $5,127-59.6% | $4,311-51.9% | $5,287-60.8% |
| Admin fee / account holder | $36,012 | $10,252+251.3% | $7,645+371.1% | $10,132+255.4% |