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 | $52,903 | $86,699-39.0% | $73,307-27.8% | $125,391-57.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 74.9%-14.9pp | 83.2%-23.2pp |
| Annual return | 0.25% | 2.78%-2.5pp | 5.67%-5.4pp | 282.22%-282.0pp |
| Employer contribution / active EE | $759 | $4,152-81.7% | $3,237-76.6% | $4,866-84.4% |
| Participant deferral / active EE | $5,988 | $5,550+7.9% | $4,991+20.0% | $5,352+11.9% |
| Admin fee / account holder | $11,906 | $7,771+53.2% | $5,637+111.2% | $9,540+24.8% |