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 | $42,978 | $77,813-44.8% | $123,544-65.2% | $64,186-33.0% |
| Participation rate | 65.8% | 74.7%-9.0pp | 82.3%-16.5pp | 69.6%-3.8pp |
| Annual return | -6.80% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,375 | $3,014+12.0% | $4,628-27.1% | $2,381+41.8% |
| Participant deferral / active EE | $4,201 | $5,240-19.8% | $6,426-34.6% | $3,470+21.1% |
| Admin fee / account holder | $2,092 | $5,519-62.1% | $9,284-77.5% | $4,888-57.2% |