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 | $49,055 | $77,813-37.0% | $123,544-60.3% | $64,186-23.6% |
| Participation rate | 46.9% | 74.7%-27.8pp | 82.3%-35.4pp | 69.6%-22.7pp |
| Annual return | -6.50% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,838 | $3,014-39.0% | $4,628-60.3% | $2,381-22.8% |
| Participant deferral / active EE | $4,440 | $5,240-15.3% | $6,426-30.9% | $3,470+28.0% |
| Admin fee / account holder | $1,667 | $5,519-69.8% | $9,284-82.0% | $4,888-65.9% |