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 | $59,894 | $99,032-39.5% | $80,019-25.2% | $135,375-55.8% |
| Participation rate | 63.2% | 78.4%-15.2pp | 75.8%-12.7pp | 82.6%-19.5pp |
| Annual return | -6.62% | 15.39%-22.0pp | 11.22%-17.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $532 | $3,043-82.5% | $2,468-78.4% | $4,779-88.9% |
| Participant deferral / active EE | $1,242 | $4,282-71.0% | $3,686-66.3% | $5,609-77.9% |
| Admin fee / account holder | $1,134 | $10,436-89.1% | $6,521-82.6% | $10,827-89.5% |