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 | $37,687 | $95,971-60.7% | $74,550-49.4% | $135,375-72.2% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -5.60% | 56.96%-62.6pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $427 | $2,716-84.3% | $1,961-78.2% | $4,779-91.1% |
| Participant deferral / active EE | $1,706 | $3,843-55.6% | $3,108-45.1% | $5,609-69.6% |
| Admin fee / account holder | $6,941 | $6,522+6.4% | $5,060+37.2% | $10,827-35.9% |