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 | $77,550 | $211,958-63.4% | $169,463-54.2% | $135,375-42.7% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -3.11% | 3.26%-6.4pp | 1.83%-4.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $458 | $5,120-91.0% | $4,159-89.0% | $4,779-90.4% |
| Participant deferral / active EE | $1,997 | $6,075-67.1% | $5,277-62.2% | $5,609-64.4% |
| Admin fee / account holder | $3,900 | $11,471-66.0% | $9,109-57.2% | $10,827-64.0% |