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 | $28,363 | $138,065-79.5% | $123,544-77.0% | $135,375-79.0% |
| Participation rate | 47.4% | 84.7%-37.4pp | 82.3%-34.9pp | 82.6%-35.3pp |
| Annual return | -5.33% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,298 | $5,151-74.8% | $4,628-71.9% | $4,779-72.8% |
| Participant deferral / active EE | $4,377 | $6,799-35.6% | $6,426-31.9% | $5,609-22.0% |
| Admin fee / account holder | $2,848 | $10,916-73.9% | $9,284-69.3% | $10,827-73.7% |