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 | $53,484 | $211,958-74.8% | $169,463-68.4% | $135,375-60.5% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -7.18% | 3.26%-10.4pp | 1.83%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,506 | $5,120-70.6% | $4,159-63.8% | $4,779-68.5% |
| Participant deferral / active EE | $7,383 | $6,075+21.5% | $5,277+39.9% | $5,609+31.6% |
| Admin fee / account holder | $376 | $11,471-96.7% | $9,109-95.9% | $10,827-96.5% |