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 | $39,905 | $67,331-40.7% | $60,874-34.4% | $134,475-70.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -14.97% | 49.93%-64.9pp | 16.90%-31.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,744 | $3,096-43.7% | $2,701-35.5% | $4,740-63.2% |
| Participant deferral / active EE | $1,725 | $4,538-62.0% | $3,817-54.8% | $6,400-73.1% |
| Admin fee / account holder | $3,069 | $4,582-33.0% | $3,224-4.8% | $11,426-73.1% |