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 | $38,565 | $76,000-49.3% | $154,107-75.0% | $64,186-39.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -4.36% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,467 | $3,351+3.5% | $5,298-34.6% | $2,381+45.6% |
| Participant deferral / active EE | $2,216 | $3,175-30.2% | $5,081-56.4% | $3,470-36.1% |
| Admin fee / account holder | $1,431 | $5,596-74.4% | $13,411-89.3% | $4,888-70.7% |