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 | $80,510 | $99,032-18.7% | $80,019+0.6% | $135,375-40.5% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -4.84% | 15.39%-20.2pp | 11.22%-16.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $466 | $3,043-84.7% | $2,468-81.1% | $4,779-90.2% |
| Participant deferral / active EE | $2,215 | $4,282-48.3% | $3,686-39.9% | $5,609-60.5% |
| Admin fee / account holder | $9,809 | $10,436-6.0% | $6,521+50.4% | $10,827-9.4% |