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 | $56,707 | $129,942-56.4% | $104,294-45.6% | $134,475-57.8% |
| Participation rate | 55.6% | 79.5%-24.0pp | 73.3%-17.7pp | 81.2%-25.7pp |
| Annual return | -20.25% | 42.03%-62.3pp | 24.61%-44.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,996 | $4,184-52.3% | $3,372-40.8% | $4,740-57.9% |
| Participant deferral / active EE | $4,794 | $5,588-14.2% | $4,625+3.6% | $6,400-25.1% |
| Admin fee / account holder | $735 | $9,323-92.1% | $7,339-90.0% | $11,426-93.6% |