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 | $64,814 | $77,813-16.7% | $123,544-47.5% | $64,186+1.0% |
| Participation rate | 48.1% | 74.7%-26.6pp | 82.3%-34.2pp | 69.6%-21.5pp |
| Annual return | -4.42% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,020 | $3,014-66.2% | $4,628-78.0% | $2,381-57.2% |
| Participant deferral / active EE | $2,730 | $5,240-47.9% | $6,426-57.5% | $3,470-21.3% |
| Admin fee / account holder | $3,459 | $5,519-37.3% | $9,284-62.7% | $4,888-29.2% |