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 | $54,622 | $100,754-45.8% | $86,677-37.0% | $134,475-59.4% |
| Participation rate | 52.2% | 78.9%-26.8pp | 76.6%-24.4pp | 81.2%-29.0pp |
| Annual return | -17.90% | 29.04%-46.9pp | 35.91%-53.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,285 | $3,489-63.2% | $2,836-54.7% | $4,740-72.9% |
| Participant deferral / active EE | $3,282 | $5,338-38.5% | $4,656-29.5% | $6,400-48.7% |
| Admin fee / account holder | $1,973 | $10,926-81.9% | $7,493-73.7% | $11,426-82.7% |