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 7-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 | $51,924 | $93,024-44.2% | $77,024-32.6% | $134,475-61.4% |
| Participation rate | 45.5% | 74.5%-29.0pp | 67.9%-22.5pp | 81.2%-35.8pp |
| Annual return | -14.96% | 62.60%-77.6pp | 42.32%-57.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,969 | $3,418-42.4% | $2,812-30.0% | $4,740-58.5% |
| Participant deferral / active EE | $3,085 | $5,238-41.1% | $4,426-30.3% | $6,400-51.8% |
| Admin fee / account holder | $6,657 | $6,944-4.1% | $5,425+22.7% | $11,426-41.7% |