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 | $58,988 | $152,509-61.3% | $117,472-49.8% | $134,475-56.1% |
| Participation rate | 57.1% | 77.1%-19.9pp | 70.6%-13.4pp | 81.2%-24.1pp |
| Annual return | -16.86% | 52.99%-69.8pp | 29.74%-46.6pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,257 | $5,571-77.4% | $4,176-69.9% | $4,740-73.5% |
| Participant deferral / active EE | $5,399 | $4,818+12.1% | $4,070+32.6% | $6,400-15.6% |
| Admin fee / account holder | $971 | $7,004-86.1% | $5,645-82.8% | $11,426-91.5% |