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 | $50,193 | $99,032-49.3% | $80,019-37.3% | $135,375-62.9% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -5.87% | 15.39%-21.3pp | 11.22%-17.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $687 | $3,043-77.4% | $2,468-72.2% | $4,779-85.6% |
| Participant deferral / active EE | $2,645 | $4,282-38.2% | $3,686-28.2% | $5,609-52.8% |
| Admin fee / account holder | $2,036 | $10,436-80.5% | $6,521-68.8% | $10,827-81.2% |