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 | $52,403 | $142,344-63.2% | $119,609-56.2% | $134,475-61.0% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -17.68% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,950 | $5,222-62.7% | $4,232-53.9% | $4,740-58.9% |
| Participant deferral / active EE | $4,336 | $6,469-33.0% | $5,602-22.6% | $6,400-32.3% |
| Admin fee / account holder | $13,883 | $13,584+2.2% | $10,323+34.5% | $11,426+21.5% |