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 | $48,777 | $76,000-35.8% | $154,107-68.3% | $64,186-24.0% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -1.03% | 30.32%-31.4pp | 735.12%-736.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,263 | $3,351-62.3% | $5,298-76.2% | $2,381-46.9% |
| Participant deferral / active EE | $2,166 | $3,175-31.8% | $5,081-57.4% | $3,470-37.6% |
| Admin fee / account holder | $93,176 | $5,596+1565.0% | $13,411+594.8% | $4,888+1806.2% |