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 | $46,944 | $197,825-76.3% | $155,790-69.9% | $125,391-62.6% |
| Participation rate | 59.1% | 82.1%-23.0pp | 76.1%-17.0pp | 83.2%-24.1pp |
| Annual return | -0.43% | 86.74%-87.2pp | 71.54%-72.0pp | 282.22%-282.7pp |
| Employer contribution / active EE | $485 | $4,847-90.0% | $3,836-87.4% | $4,866-90.0% |
| Participant deferral / active EE | $1,358 | $5,630-75.9% | $4,797-71.7% | $5,352-74.6% |
| Admin fee / account holder | $3,282 | $9,545-65.6% | $7,478-56.1% | $9,540-65.6% |