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 | $70,831 | $57,354+23.5% | $83,848-15.5% | $64,186+10.4% |
| Participation rate | 25.8% | 68.6%-42.8pp | 76.1%-50.3pp | 69.6%-43.8pp |
| Annual return | -4.55% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,552 | $2,993-48.1% | $4,082-62.0% | $3,470-55.3% |
| Admin fee / account holder | $1,977 | $4,046-51.1% | $5,478-63.9% | $4,888-59.6% |