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 | $65,407 | $100,754-35.1% | $86,677-24.5% | $134,475-51.4% |
| Participation rate | 69.2% | 78.9%-9.7pp | 76.6%-7.3pp | 81.2%-12.0pp |
| Annual return | -18.00% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $841 | $3,489-75.9% | $2,836-70.4% | $4,740-82.3% |
| Participant deferral / active EE | $4,527 | $5,338-15.2% | $4,656-2.8% | $6,400-29.3% |
| Admin fee / account holder | $77,587 | $10,926+610.1% | $7,493+935.4% | $11,426+579.0% |