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 | $56,551 | $142,344-60.3% | $119,609-52.7% | $134,475-57.9% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -15.41% | -12.44%-3.0pp | -14.97%-0.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,792 | $5,222-46.5% | $4,232-34.0% | $4,740-41.1% |
| Participant deferral / active EE | $3,395 | $6,469-47.5% | $5,602-39.4% | $6,400-47.0% |
| Admin fee / account holder | $11,305 | $13,584-16.8% | $10,323+9.5% | $11,426-1.1% |