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 | $49,077 | $99,640-50.7% | $86,436-43.2% | $134,475-63.5% |
| Participation rate | 69.2% | 82.0%-12.8pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -20.86% | 6782.58%-6803.4pp | 4394.89%-4415.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,858 | $4,400-35.1% | $3,769-24.2% | $4,740-39.7% |
| Participant deferral / active EE | $5,372 | $7,246-25.9% | $6,952-22.7% | $6,400-16.1% |
| Admin fee / account holder | $1,094 | $8,371-86.9% | $6,731-83.7% | $11,426-90.4% |