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 | $52,510 | $95,971-45.3% | $74,550-29.6% | $135,375-61.2% |
| Participation rate | 46.2% | 75.7%-29.5pp | 69.1%-23.0pp | 82.6%-36.5pp |
| Annual return | -5.92% | 56.96%-62.9pp | 32.53%-38.5pp | 519.73%-525.7pp |
| Employer contribution / active EE | $836 | $2,716-69.2% | $1,961-57.4% | $4,779-82.5% |
| Participant deferral / active EE | $2,347 | $3,843-38.9% | $3,108-24.5% | $5,609-58.2% |
| Admin fee / account holder | $4,704 | $6,522-27.9% | $5,060-7.0% | $10,827-56.6% |