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 | $100,352 | $152,509-34.2% | $117,472-14.6% | $134,475-25.4% |
| Participation rate | 35.7% | 77.1%-41.4pp | 70.6%-34.9pp | 81.2%-45.5pp |
| Annual return | -15.82% | 52.99%-68.8pp | 29.74%-45.6pp | 417.96%-433.8pp |
| Employer contribution / active EE | $238 | $5,571-95.7% | $4,176-94.3% | $4,740-95.0% |
| Participant deferral / active EE | $2,085 | $4,818-56.7% | $4,070-48.8% | $6,400-67.4% |
| Admin fee / account holder | $824 | $7,004-88.2% | $5,645-85.4% | $11,426-92.8% |