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 | $27,750 | $57,354-51.6% | $83,848-66.9% | $64,186-56.8% |
| Participation rate | 68.0% | 68.6%-0.6pp | 76.1%-8.1pp | 69.6%-1.6pp |
| Annual return | -5.59% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $913 | $2,545-64.1% | $3,631-74.8% | $2,381-61.6% |
| Participant deferral / active EE | $1,454 | $2,993-51.4% | $4,082-64.4% | $3,470-58.1% |
| Admin fee / account holder | $1,679 | $4,046-58.5% | $5,478-69.4% | $4,888-65.7% |