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 | $41,789 | $167,484-75.0% | $151,611-72.4% | $134,475-68.9% |
| Participation rate | 56.3% | 88.4%-32.1pp | 87.5%-31.2pp | 81.2%-25.0pp |
| Annual return | -19.05% | 7.80%-26.8pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,212 | $6,829-38.3% | $6,166-31.7% | $4,740-11.1% |
| Participant deferral / active EE | $8,663 | $8,986-3.6% | $8,363+3.6% | $6,400+35.4% |
| Admin fee / account holder | $430 | $13,783-96.9% | $11,616-96.3% | $11,426-96.2% |