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 | $34,410 | $133,958-74.3% | $112,228-69.3% | $134,475-74.4% |
| Participation rate | 52.6% | 78.6%-25.9pp | 75.1%-22.4pp | 81.2%-28.6pp |
| Annual return | -15.79% | 47.11%-62.9pp | 27.45%-43.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,505 | $4,038-62.7% | $3,635-58.6% | $4,740-68.2% |
| Participant deferral / active EE | $2,054 | $5,291-61.2% | $4,728-56.6% | $6,400-67.9% |
| Admin fee / account holder | $940 | $7,489-87.5% | $6,410-85.3% | $11,426-91.8% |