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 | $53,951 | $67,331-19.9% | $60,874-11.4% | $134,475-59.9% |
| Participation rate | 53.3% | 76.2%-22.8pp | 73.1%-19.8pp | 81.2%-27.9pp |
| Annual return | -12.35% | 49.93%-62.3pp | 16.90%-29.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $482 | $3,096-84.4% | $2,701-82.1% | $4,740-89.8% |
| Participant deferral / active EE | $1,883 | $4,538-58.5% | $3,817-50.7% | $6,400-70.6% |
| Admin fee / account holder | $966 | $4,582-78.9% | $3,224-70.0% | $11,426-91.5% |