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 | $31,580 | $67,331-53.1% | $60,874-48.1% | $134,475-76.5% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.1%-16.9pp | 81.2%-25.0pp |
| Annual return | -19.08% | 49.93%-69.0pp | 16.90%-36.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,741 | $3,096-43.8% | $2,701-35.6% | $4,740-63.3% |
| Participant deferral / active EE | $3,528 | $4,538-22.3% | $3,817-7.6% | $6,400-44.9% |
| Admin fee / account holder | $1,227 | $4,582-73.2% | $3,224-61.9% | $11,426-89.3% |