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 | $35,941 | $133,958-73.2% | $112,228-68.0% | $134,475-73.3% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -12.46% | 47.11%-59.6pp | 27.45%-39.9pp | 417.96%-430.4pp |
| Employer contribution / active EE | $976 | $4,038-75.8% | $3,635-73.2% | $4,740-79.4% |
| Participant deferral / active EE | $2,875 | $5,291-45.7% | $4,728-39.2% | $6,400-55.1% |
| Admin fee / account holder | $20,352 | $7,489+171.8% | $6,410+217.5% | $11,426+78.1% |