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 | $14,139 | $76,000-81.4% | $154,107-90.8% | $64,186-78.0% |
| Participation rate | 63.0% | 70.4%-7.5pp | 83.0%-20.1pp | 69.6%-6.6pp |
| Annual return | -7.97% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,163 | $3,351-65.3% | $5,298-78.1% | $2,381-51.2% |
| Participant deferral / active EE | $1,365 | $3,175-57.0% | $5,081-73.1% | $3,470-60.7% |
| Admin fee / account holder | $931 | $5,596-83.4% | $13,411-93.1% | $4,888-81.0% |