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 | $52,745 | $95,971-45.0% | $74,550-29.2% | $135,375-61.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.42% | 56.96%-63.4pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,181 | $2,716-56.5% | $1,961-39.8% | $4,779-75.3% |
| Participant deferral / active EE | $2,279 | $3,843-40.7% | $3,108-26.7% | $5,609-59.4% |
| Admin fee / account holder | $1,064 | $6,522-83.7% | $5,060-79.0% | $10,827-90.2% |