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 | $68,553 | $152,509-55.0% | $117,472-41.6% | $134,475-49.0% |
| Participation rate | 36.4% | 77.1%-40.7pp | 70.6%-34.2pp | 81.2%-44.9pp |
| Annual return | -19.49% | 52.99%-72.5pp | 29.74%-49.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $448 | $5,571-92.0% | $4,176-89.3% | $4,740-90.5% |
| Participant deferral / active EE | $1,161 | $4,818-75.9% | $4,070-71.5% | $6,400-81.9% |
| Admin fee / account holder | $5,385 | $7,004-23.1% | $5,645-4.6% | $11,426-52.9% |