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 | $39,039 | $152,509-74.4% | $117,472-66.8% | $134,475-71.0% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.28% | 52.99%-68.3pp | 29.74%-45.0pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,166 | $5,571-61.1% | $4,176-48.1% | $4,740-54.3% |
| Participant deferral / active EE | $2,166 | $4,818-55.0% | $4,070-46.8% | $6,400-66.2% |
| Admin fee / account holder | $485 | $7,004-93.1% | $5,645-91.4% | $11,426-95.8% |