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 | $37,080 | $142,344-74.0% | $119,609-69.0% | $134,475-72.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.60% | -12.44%-3.2pp | -14.97%-0.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,768 | $5,222-66.1% | $4,232-58.2% | $4,740-62.7% |
| Participant deferral / active EE | $3,253 | $6,469-49.7% | $5,602-41.9% | $6,400-49.2% |
| Admin fee / account holder | $4,146 | $13,584-69.5% | $10,323-59.8% | $11,426-63.7% |