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 | $31,987 | $133,958-76.1% | $112,228-71.5% | $134,475-76.2% |
| Participation rate | 52.2% | 78.6%-26.4pp | 75.1%-22.9pp | 81.2%-29.0pp |
| Annual return | -12.88% | 47.11%-60.0pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,425 | $4,038-64.7% | $3,635-60.8% | $4,740-69.9% |
| Participant deferral / active EE | $2,337 | $5,291-55.8% | $4,728-50.6% | $6,400-63.5% |
| Admin fee / account holder | $1,657 | $7,489-77.9% | $6,410-74.2% | $11,426-85.5% |