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 | $38,756 | $94,529-59.0% | $140,016-72.3% | $64,186-39.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 87.5%-20.8pp | 69.6%-2.9pp |
| Annual return | -6.50% | 7.77%-14.3pp | 651.12%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,375 | $3,812-37.7% | $5,606-57.6% | $2,381-0.3% |
| Participant deferral / active EE | $4,632 | $5,250-11.8% | $6,927-33.1% | $3,470+33.5% |
| Admin fee / account holder | $3,699 | $6,741-45.1% | $10,705-65.4% | $4,888-24.3% |