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 | $57,665 | $127,100-54.6% | $105,738-45.5% | $135,375-57.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -4.78% | 4.49%-9.3pp | 6.27%-11.1pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,470 | $4,107-64.2% | $3,268-55.0% | $4,779-69.2% |
| Participant deferral / active EE | $2,929 | $5,064-42.2% | $4,080-28.2% | $5,609-47.8% |
| Admin fee / account holder | $1,703 | $9,087-81.3% | $6,913-75.4% | $10,827-84.3% |