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 | $51,165 | $100,754-49.2% | $86,677-41.0% | $134,475-62.0% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -14.96% | 29.04%-44.0pp | 35.91%-50.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,639 | $3,489-53.0% | $2,836-42.2% | $4,740-65.4% |
| Participant deferral / active EE | $4,537 | $5,338-15.0% | $4,656-2.5% | $6,400-29.1% |
| Admin fee / account holder | $2,063 | $10,926-81.1% | $7,493-72.5% | $11,426-81.9% |