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 | $36,393 | $76,000-52.1% | $154,107-76.4% | $64,186-43.3% |
| Participation rate | 47.1% | 70.4%-23.4pp | 83.0%-36.0pp | 69.6%-22.5pp |
| Annual return | -6.83% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $846 | $3,351-74.7% | $5,298-84.0% | $2,381-64.5% |
| Participant deferral / active EE | $1,167 | $3,175-63.2% | $5,081-77.0% | $3,470-66.4% |
| Admin fee / account holder | $3,311 | $5,596-40.8% | $13,411-75.3% | $4,888-32.3% |