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 | $24,685 | $67,331-63.3% | $60,874-59.4% | $134,475-81.6% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.1%-54.9pp | 81.2%-63.0pp |
| Annual return | -17.06% | 49.93%-67.0pp | 16.90%-34.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $804 | $3,096-74.0% | $2,701-70.2% | $4,740-83.0% |
| Participant deferral / active EE | $1,012 | $4,538-77.7% | $3,817-73.5% | $6,400-84.2% |
| Admin fee / account holder | $8,787 | $4,582+91.8% | $3,224+172.5% | $11,426-23.1% |