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 | $43,912 | $104,106-57.8% | $71,086-38.2% | $135,375-67.6% |
| Participation rate | 52.2% | 65.7%-13.5pp | 54.7%-2.5pp | 82.6%-30.5pp |
| Annual return | -5.40% | 1256.30%-1261.7pp | 650.59%-656.0pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,754 | $1,485+18.1% | $1,088+61.2% | $4,779-63.3% |
| Participant deferral / active EE | $4,542 | $2,527+79.7% | $1,874+142.3% | $5,609-19.0% |
| Admin fee / account holder | $3,519 | $4,142-15.0% | $3,082+14.2% | $10,827-67.5% |