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 | $48,673 | $77,813-37.4% | $123,544-60.6% | $64,186-24.2% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -3.91% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,334 | $3,014-22.6% | $4,628-49.6% | $2,381-2.0% |
| Participant deferral / active EE | $3,679 | $5,240-29.8% | $6,426-42.7% | $3,470+6.0% |
| Admin fee / account holder | $24,707 | $5,519+347.7% | $9,284+166.1% | $4,888+405.5% |