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 | $57,527 | $92,703-37.9% | $82,719-30.5% | $134,475-57.2% |
| Participation rate | 52.2% | 75.2%-23.0pp | 72.6%-20.4pp | 81.2%-29.0pp |
| Annual return | -17.01% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,879 | $3,274-42.6% | $3,009-37.6% | $4,740-60.4% |
| Participant deferral / active EE | $3,322 | $4,802-30.8% | $4,395-24.4% | $6,400-48.1% |
| Admin fee / account holder | $7,999 | $5,983+33.7% | $5,329+50.1% | $11,426-30.0% |