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 | $33,539 | $135,635-75.3% | $110,238-69.6% | $135,375-75.2% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.8%-11.1pp | 82.6%-13.9pp |
| Annual return | -1.75% | 513.19%-514.9pp | 314.74%-316.5pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,063 | $4,906-78.3% | $3,826-72.2% | $4,779-77.8% |
| Participant deferral / active EE | $2,186 | $5,506-60.3% | $4,672-53.2% | $5,609-61.0% |
| Admin fee / account holder | $8,853 | $11,457-22.7% | $8,547+3.6% | $10,827-18.2% |