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 5-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 | $25,819 | $106,543-75.8% | $91,220-71.7% | $134,475-80.8% |
| Participation rate | 45.0% | 76.8%-31.8pp | 73.2%-28.2pp | 81.2%-36.2pp |
| Annual return | -19.73% | 160.60%-180.3pp | 114.01%-133.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,416 | $3,331-57.5% | $2,850-50.3% | $4,740-70.1% |
| Participant deferral / active EE | $2,489 | $4,719-47.3% | $4,234-41.2% | $6,400-61.1% |
| Admin fee / account holder | $1,529 | $6,231-75.5% | $5,420-71.8% | $11,426-86.6% |