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 | $54,100 | $76,000-28.8% | $154,107-64.9% | $64,186-15.7% |
| Participation rate | 63.1% | 70.4%-7.3pp | 83.0%-20.0pp | 69.6%-6.5pp |
| Annual return | -3.44% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $845 | $3,351-74.8% | $5,298-84.1% | $2,381-64.5% |
| Participant deferral / active EE | $1,462 | $3,175-54.0% | $5,081-71.2% | $3,470-57.9% |
| Admin fee / account holder | $7,832 | $5,596+40.0% | $13,411-41.6% | $4,888+60.2% |