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 | $36,154 | $133,958-73.0% | $112,228-67.8% | $134,475-73.1% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.1%-28.9pp | 81.2%-35.1pp |
| Annual return | -16.83% | 47.11%-63.9pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,685 | $4,038-58.3% | $3,635-53.6% | $4,740-64.4% |
| Participant deferral / active EE | $2,709 | $5,291-48.8% | $4,728-42.7% | $6,400-57.7% |
| Admin fee / account holder | $5,470 | $7,489-27.0% | $6,410-14.7% | $11,426-52.1% |