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 | $60,085 | $88,594-32.2% | $70,092-14.3% | $134,475-55.3% |
| Participation rate | 47.4% | 74.9%-27.6pp | 70.5%-23.1pp | 81.2%-33.9pp |
| Annual return | -12.94% | 442.67%-455.6pp | 190.73%-203.7pp | 417.96%-430.9pp |
| Employer contribution / active EE | $949 | $3,233-70.7% | $2,559-62.9% | $4,740-80.0% |
| Participant deferral / active EE | $2,390 | $4,772-49.9% | $3,849-37.9% | $6,400-62.7% |
| Admin fee / account holder | $1,131 | $10,441-89.2% | $6,267-82.0% | $11,426-90.1% |