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 | $42,579 | $82,664-48.5% | $125,339-66.0% | $68,494-37.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 82.4%-25.2pp | 67.9%-10.7pp |
| Annual return | -15.90% | -5.97%-9.9pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,607 | $3,381-52.5% | $4,814-66.6% | $2,596-38.1% |
| Participant deferral / active EE | $5,309 | $6,110-13.1% | $7,446-28.7% | $4,027+31.8% |
| Admin fee / account holder | $1,898 | $6,275-69.8% | $10,010-81.0% | $5,403-64.9% |