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 | $56,970 | $91,538-37.8% | $129,995-56.2% | $75,163-24.2% |
| Participation rate | 34.2% | 71.4%-37.2pp | 78.5%-44.3pp | 67.2%-33.0pp |
| Annual return | 17.54% | -631.11%+648.7pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,422 | $2,845-50.0% | $4,320-67.1% | $2,670-46.7% |
| Participant deferral / active EE | $3,897 | $4,341-10.2% | $5,820-33.1% | $4,125-5.5% |
| Admin fee / account holder | $1,880 | $6,790-72.3% | $10,614-82.3% | $5,651-66.7% |