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 | $40,186 | $152,509-73.7% | $117,472-65.8% | $134,475-70.1% |
| Participation rate | 57.1% | 77.1%-19.9pp | 70.6%-13.4pp | 81.2%-24.1pp |
| Annual return | -6.82% | 52.99%-59.8pp | 29.74%-36.6pp | 417.96%-424.8pp |
| Employer contribution / active EE | $2,182 | $5,571-60.8% | $4,176-47.8% | $4,740-54.0% |
| Participant deferral / active EE | $1,208 | $4,818-74.9% | $4,070-70.3% | $6,400-81.1% |
| Admin fee / account holder | $534 | $7,004-92.4% | $5,645-90.5% | $11,426-95.3% |