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 | $23,620 | $76,000-68.9% | $154,107-84.7% | $64,186-63.2% |
| Participation rate | 68.3% | 70.4%-2.1pp | 83.0%-14.7pp | 69.6%-1.3pp |
| Annual return | -3.84% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $522 | $3,351-84.4% | $5,298-90.1% | $2,381-78.1% |
| Participant deferral / active EE | $974 | $3,175-69.3% | $5,081-80.8% | $3,470-71.9% |
| Admin fee / account holder | $6,791 | $5,596+21.4% | $13,411-49.4% | $4,888+38.9% |