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 | $43,370 | $133,958-67.6% | $112,228-61.4% | $134,475-67.7% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -10.95% | 47.11%-58.1pp | 27.45%-38.4pp | 417.96%-428.9pp |
| Employer contribution / active EE | $995 | $4,038-75.4% | $3,635-72.6% | $4,740-79.0% |
| Participant deferral / active EE | $1,937 | $5,291-63.4% | $4,728-59.0% | $6,400-69.7% |
| Admin fee / account holder | $17,788 | $7,489+137.5% | $6,410+177.5% | $11,426+55.7% |