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 | $62,593 | $92,222-32.1% | $76,768-18.5% | $135,375-53.8% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | 1.19% | 5.46%-4.3pp | 2.43%-1.2pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,785 | $3,216-44.5% | $2,485-28.2% | $4,779-62.6% |
| Participant deferral / active EE | $2,668 | $4,509-40.8% | $3,852-30.7% | $5,609-52.4% |
| Admin fee / account holder | $155,740 | $10,748+1349.0% | $6,675+2233.2% | $10,827+1338.4% |