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 | $66,873 | $91,538-26.9% | $129,995-48.6% | $75,163-11.0% |
| Participation rate | 31.3% | 71.4%-40.2pp | 78.5%-47.2pp | 67.2%-35.9pp |
| Annual return | 14.09% | -631.11%+645.2pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $825 | $2,845-71.0% | $4,320-80.9% | $2,670-69.1% |
| Participant deferral / active EE | $2,176 | $4,341-49.9% | $5,820-62.6% | $4,125-47.3% |
| Admin fee / account holder | $792 | $6,790-88.3% | $10,614-92.5% | $5,651-86.0% |