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 | $32,850 | $117,690-72.1% | $71,735-54.2% | $134,475-75.6% |
| Participation rate | 20.0% | 68.8%-48.8pp | 62.3%-42.3pp | 81.2%-61.2pp |
| Annual return | -13.80% | 25.44%-39.2pp | 9.14%-22.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,400 | $2,525-4.9% | $1,704+40.9% | $4,740-49.4% |
| Participant deferral / active EE | $2,500 | $3,759-33.5% | $2,658-5.9% | $6,400-60.9% |
| Admin fee / account holder | $12,623 | $6,379+97.9% | $3,974+217.6% | $11,426+10.5% |