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 | $38,856 | $76,000-48.9% | $154,107-74.8% | $64,186-39.5% |
| Participation rate | 56.0% | 70.4%-14.4pp | 83.0%-27.0pp | 69.6%-13.6pp |
| Annual return | -6.78% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,781 | $3,351-46.8% | $5,298-66.4% | $2,381-25.2% |
| Participant deferral / active EE | $3,307 | $3,175+4.1% | $5,081-34.9% | $3,470-4.7% |
| Admin fee / account holder | $1,248 | $5,596-77.7% | $13,411-90.7% | $4,888-74.5% |