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 | $55,932 | $95,971-41.7% | $74,550-25.0% | $135,375-58.7% |
| Participation rate | 61.1% | 75.7%-14.5pp | 69.1%-8.0pp | 82.6%-21.5pp |
| Annual return | -8.73% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $888 | $2,716-67.3% | $1,961-54.7% | $4,779-81.4% |
| Participant deferral / active EE | $2,322 | $3,843-39.6% | $3,108-25.3% | $5,609-58.6% |
| Admin fee / account holder | $761 | $6,522-88.3% | $5,060-85.0% | $10,827-93.0% |