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 | $62,855 | $91,911-31.6% | $68,793-8.6% | $135,375-53.6% |
| Participation rate | 54.5% | 76.7%-22.2pp | 72.2%-17.7pp | 82.6%-28.1pp |
| Annual return | 7.00% | -8.22%+15.2pp | -4.63%+11.6pp | 519.73%-512.7pp |
| Employer contribution / active EE | $1,109 | $3,924-71.7% | $2,625-57.7% | $4,779-76.8% |
| Participant deferral / active EE | $2,638 | $4,315-38.9% | $3,311-20.3% | $5,609-53.0% |
| Admin fee / account holder | $26,734 | $9,240+189.3% | $5,131+421.1% | $10,827+146.9% |