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 | $55,087 | $105,860-48.0% | $90,749-39.3% | $134,475-59.0% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -18.81% | -11.01%-7.8pp | -12.16%-6.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $867 | $3,462-75.0% | $2,921-70.3% | $4,740-81.7% |
| Participant deferral / active EE | $1,868 | $5,216-64.2% | $4,564-59.1% | $6,400-70.8% |
| Admin fee / account holder | $320 | $13,938-97.7% | $8,445-96.2% | $11,426-97.2% |