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 | $40,305 | $67,331-40.1% | $60,874-33.8% | $134,475-70.0% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.1%-17.6pp | 81.2%-25.7pp |
| Annual return | -17.96% | 49.93%-67.9pp | 16.90%-34.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $666 | $3,096-78.5% | $2,701-75.4% | $4,740-86.0% |
| Participant deferral / active EE | $1,132 | $4,538-75.1% | $3,817-70.3% | $6,400-82.3% |
| Admin fee / account holder | $375 | $4,582-91.8% | $3,224-88.4% | $11,426-96.7% |