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 | $17,546 | $152,509-88.5% | $117,472-85.1% | $134,475-87.0% |
| Participation rate | 41.2% | 77.1%-35.9pp | 70.6%-29.4pp | 81.2%-40.0pp |
| Annual return | -11.47% | 52.99%-64.5pp | 29.74%-41.2pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,003 | $5,571-82.0% | $4,176-76.0% | $4,740-78.8% |
| Participant deferral / active EE | $1,754 | $4,818-63.6% | $4,070-56.9% | $6,400-72.6% |
| Admin fee / account holder | $7,778 | $7,004+11.1% | $5,645+37.8% | $11,426-31.9% |