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 | $59,212 | $92,703-36.1% | $82,719-28.4% | $134,475-56.0% |
| Participation rate | 31.8% | 75.2%-43.4pp | 72.6%-40.7pp | 81.2%-49.4pp |
| Annual return | -17.33% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $675 | $3,274-79.4% | $3,009-77.6% | $4,740-85.8% |
| Participant deferral / active EE | $2,153 | $4,802-55.2% | $4,395-51.0% | $6,400-66.4% |
| Admin fee / account holder | $1,504 | $5,983-74.9% | $5,329-71.8% | $11,426-86.8% |