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 | $55,292 | $152,509-63.7% | $117,472-52.9% | $134,475-58.9% |
| Participation rate | 30.8% | 77.1%-46.3pp | 70.6%-39.8pp | 81.2%-50.5pp |
| Annual return | -14.04% | 52.99%-67.0pp | 29.74%-43.8pp | 417.96%-432.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,396 | $4,818-71.0% | $4,070-65.7% | $6,400-78.2% |
| Admin fee / account holder | $11,296 | $7,004+61.3% | $5,645+100.1% | $11,426-1.1% |