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 | $15,607 | $88,594-82.4% | $70,092-77.7% | $134,475-88.4% |
| Participation rate | 37.5% | 74.9%-37.4pp | 70.5%-33.0pp | 81.2%-43.7pp |
| Annual return | -18.90% | 442.67%-461.6pp | 190.73%-209.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,065 | $3,233-67.1% | $2,559-58.4% | $4,740-77.5% |
| Participant deferral / active EE | $1,505 | $4,772-68.5% | $3,849-60.9% | $6,400-76.5% |
| Admin fee / account holder | $2,837 | $10,441-72.8% | $6,267-54.7% | $11,426-75.2% |