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 | $52,930 | $52,519+0.8% | $155,790-66.0% | $59,632-11.2% |
| Participation rate | 56.7% | 61.7%-5.0pp | 76.1%-19.4pp | 68.7%-12.0pp |
| Annual return | -0.91% | 53.51%-54.4pp | 71.54%-72.5pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $897 | $1,589-43.6% | $3,836-76.6% | $2,203-59.3% |
| Participant deferral / active EE | $1,579 | $3,084-48.8% | $4,797-67.1% | $3,192-50.5% |
| Admin fee / account holder | $1,240 | $3,540-65.0% | $7,478-83.4% | $4,297-71.1% |