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 | $55,804 | $168,632-66.9% | $147,614-62.2% | $125,391-55.5% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | -0.69% | 77.65%-78.3pp | 61.98%-62.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,480 | $6,252-76.3% | $5,564-73.4% | $4,866-69.6% |
| Participant deferral / active EE | $3,270 | $5,507-40.6% | $4,895-33.2% | $5,352-38.9% |
| Admin fee / account holder | $4,901 | $13,580-63.9% | $11,611-57.8% | $9,540-48.6% |