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 | $44,967 | $82,032-45.2% | $123,104-63.5% | $59,632-24.6% |
| Participation rate | 64.2% | 83.2%-19.0pp | 86.8%-22.6pp | 68.7%-4.5pp |
| Annual return | -1.05% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,318 | $3,297-60.0% | $5,151-74.4% | $2,203-40.2% |
| Participant deferral / active EE | $5,042 | $4,667+8.0% | $6,230-19.1% | $3,192+58.0% |
| Admin fee / account holder | $10,208 | $5,881+73.6% | $9,015+13.2% | $4,297+137.6% |