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 | $50,159 | $133,958-62.6% | $112,228-55.3% | $134,475-62.7% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -19.37% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,007 | $4,038-75.1% | $3,635-72.3% | $4,740-78.8% |
| Participant deferral / active EE | $3,057 | $5,291-42.2% | $4,728-35.3% | $6,400-52.2% |
| Admin fee / account holder | $2,103 | $7,489-71.9% | $6,410-67.2% | $11,426-81.6% |