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 | $28,959 | $76,000-61.9% | $154,107-81.2% | $64,186-54.9% |
| Participation rate | 44.9% | 70.4%-25.5pp | 83.0%-38.1pp | 69.6%-24.6pp |
| Annual return | -4.20% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $537 | $3,351-84.0% | $5,298-89.9% | $2,381-77.5% |
| Participant deferral / active EE | $1,278 | $3,175-59.7% | $5,081-74.8% | $3,470-63.2% |
| Admin fee / account holder | $8,331 | $5,596+48.9% | $13,411-37.9% | $4,888+70.4% |