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 | $35,179 | $94,529-62.8% | $140,016-74.9% | $64,186-45.2% |
| Participation rate | 62.8% | 84.1%-21.3pp | 87.5%-24.7pp | 69.6%-6.8pp |
| Annual return | -4.42% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,454 | $3,812-61.9% | $5,606-74.1% | $2,381-38.9% |
| Participant deferral / active EE | $2,646 | $5,250-49.6% | $6,927-61.8% | $3,470-23.7% |
| Admin fee / account holder | $6,051 | $6,741-10.2% | $10,705-43.5% | $4,888+23.8% |