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 | $47,324 | $152,509-69.0% | $117,472-59.7% | $134,475-64.8% |
| Participation rate | 55.6% | 77.1%-21.5pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | -15.63% | 52.99%-68.6pp | 29.74%-45.4pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,249 | $5,571-77.6% | $4,176-70.1% | $4,740-73.7% |
| Participant deferral / active EE | $1,912 | $4,818-60.3% | $4,070-53.0% | $6,400-70.1% |
| Admin fee / account holder | $8,466 | $7,004+20.9% | $5,645+50.0% | $11,426-25.9% |