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 | $54,536 | $133,958-59.3% | $112,228-51.4% | $134,475-59.4% |
| Participation rate | 13.3% | 78.6%-65.2pp | 75.1%-61.7pp | 81.2%-67.9pp |
| Annual return | -20.48% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $805 | $4,038-80.1% | $3,635-77.8% | $4,740-83.0% |
| Participant deferral / active EE | $1,917 | $5,291-63.8% | $4,728-59.4% | $6,400-70.0% |
| Admin fee / account holder | $535 | $7,489-92.9% | $6,410-91.7% | $11,426-95.3% |