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 | $67,346 | $91,538-26.4% | $129,995-48.2% | $75,163-10.4% |
| Participation rate | 28.6% | 71.4%-42.9pp | 78.5%-49.9pp | 67.2%-38.6pp |
| Annual return | 16.87% | -631.11%+648.0pp | -137.18%+154.0pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,125 | $2,845-60.5% | $4,320-74.0% | $2,670-57.9% |
| Participant deferral / active EE | $2,268 | $4,341-47.8% | $5,820-61.0% | $4,125-45.0% |
| Admin fee / account holder | $1,464 | $6,790-78.4% | $10,614-86.2% | $5,651-74.1% |