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 | $58,295 | $167,484-65.2% | $151,611-61.5% | $134,475-56.6% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -11.81% | 7.80%-19.6pp | 3.33%-15.1pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,560 | $6,829-77.2% | $6,166-74.7% | $4,740-67.1% |
| Participant deferral / active EE | $3,888 | $8,986-56.7% | $8,363-53.5% | $6,400-39.2% |
| Admin fee / account holder | $18,102 | $13,783+31.3% | $11,616+55.8% | $11,426+58.4% |