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 | $59,617 | $95,971-37.9% | $74,550-20.0% | $135,375-56.0% |
| Participation rate | 35.0% | 75.7%-40.7pp | 69.1%-34.1pp | 82.6%-47.6pp |
| Annual return | -4.90% | 56.96%-61.9pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $672 | $2,716-75.2% | $1,961-65.7% | $4,779-85.9% |
| Participant deferral / active EE | $1,723 | $3,843-55.2% | $3,108-44.6% | $5,609-69.3% |
| Admin fee / account holder | $1,286 | $6,522-80.3% | $5,060-74.6% | $10,827-88.1% |