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 | $68,017 | $91,538-25.7% | $129,995-47.7% | $75,163-9.5% |
| Participation rate | 69.2% | 71.4%-2.2pp | 78.5%-9.3pp | 67.2%+2.0pp |
| Annual return | 14.63% | -631.11%+645.7pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,256 | $2,845-55.9% | $4,320-70.9% | $2,670-53.0% |
| Participant deferral / active EE | $2,683 | $4,341-38.2% | $5,820-53.9% | $4,125-35.0% |
| Admin fee / account holder | $2,465 | $6,790-63.7% | $10,614-76.8% | $5,651-56.4% |