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 | $54,810 | $77,813-29.6% | $123,544-55.6% | $64,186-14.6% |
| Participation rate | 64.3% | 74.7%-10.4pp | 82.3%-18.0pp | 69.6%-5.3pp |
| Annual return | -5.29% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,744 | $3,014-42.1% | $4,628-62.3% | $2,381-26.8% |
| Participant deferral / active EE | $3,211 | $5,240-38.7% | $6,426-50.0% | $3,470-7.5% |
| Admin fee / account holder | $27,822 | $5,519+404.1% | $9,284+199.7% | $4,888+469.2% |