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 | $37,727 | $95,862-60.6% | $79,550-52.6% | $134,475-71.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -15.03% | -2.69%-12.3pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,027 | $3,128-35.2% | $2,413-16.0% | $4,740-57.2% |
| Participant deferral / active EE | $4,505 | $4,693-4.0% | $3,985+13.0% | $6,400-29.6% |
| Admin fee / account holder | $4,428 | $9,126-51.5% | $6,832-35.2% | $11,426-61.2% |