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 7-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 | $50,523 | $133,958-62.3% | $112,228-55.0% | $134,475-62.4% |
| Participation rate | 54.2% | 78.6%-24.4pp | 75.1%-20.9pp | 81.2%-27.1pp |
| Annual return | -16.23% | 47.11%-63.3pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,924 | $4,038-52.4% | $3,635-47.1% | $4,740-59.4% |
| Participant deferral / active EE | $3,334 | $5,291-37.0% | $4,728-29.5% | $6,400-47.9% |
| Admin fee / account holder | $1,129 | $7,489-84.9% | $6,410-82.4% | $11,426-90.1% |