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 | $73,756 | $176,377-58.2% | $134,143-45.0% | $158,922-53.6% |
| Participation rate | 40.9% | 78.7%-37.8pp | 72.2%-31.3pp | 82.0%-41.0pp |
| Annual return | 2.05% | 63.63%-61.6pp | 36.33%-34.3pp | 302.83%-300.8pp |
| Employer contribution / active EE | $1,216 | $5,040-75.9% | $3,704-67.2% | $4,761-74.5% |
| Participant deferral / active EE | $2,234 | $4,091-45.4% | $3,499-36.2% | $5,982-62.7% |
| Admin fee / account holder | $11,434 | $8,718+31.2% | $6,684+71.1% | $11,246+1.7% |