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 | $32,165 | $95,971-66.5% | $74,550-56.9% | $135,375-76.2% |
| Participation rate | 52.2% | 75.7%-23.5pp | 69.1%-17.0pp | 82.6%-30.5pp |
| Annual return | -3.04% | 56.96%-60.0pp | 32.53%-35.6pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,057 | $2,716-61.1% | $1,961-46.1% | $4,779-77.9% |
| Participant deferral / active EE | $1,057 | $3,843-72.5% | $3,108-66.0% | $5,609-81.2% |
| Admin fee / account holder | $6,426 | $6,522-1.5% | $5,060+27.0% | $10,827-40.6% |