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 | $57,864 | $95,971-39.7% | $74,550-22.4% | $135,375-57.3% |
| Participation rate | 30.8% | 75.7%-44.9pp | 69.1%-38.4pp | 82.6%-51.9pp |
| Annual return | -1.79% | 56.96%-58.8pp | 32.53%-34.3pp | 519.73%-521.5pp |
| Employer contribution / active EE | $324 | $2,716-88.1% | $1,961-83.5% | $4,779-93.2% |
| Participant deferral / active EE | $1,296 | $3,843-66.3% | $3,108-58.3% | $5,609-76.9% |
| Admin fee / account holder | $1,014 | $6,522-84.5% | $5,060-80.0% | $10,827-90.6% |