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 | $34,114 | $175,600-80.6% | $129,110-73.6% | $134,475-74.6% |
| Participation rate | 55.6% | 81.6%-26.0pp | 77.3%-21.7pp | 81.2%-25.7pp |
| Annual return | -18.65% | -11.39%-7.3pp | -10.94%-7.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,426 | $6,355-61.8% | $5,052-52.0% | $4,740-48.8% |
| Participant deferral / active EE | $3,542 | $7,975-55.6% | $6,542-45.9% | $6,400-44.7% |
| Admin fee / account holder | $4,772 | $23,567-79.8% | $14,302-66.6% | $11,426-58.2% |