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 7-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 | $26,901 | $76,000-64.6% | $154,107-82.5% | $64,186-58.1% |
| Participation rate | 68.2% | 70.4%-2.2pp | 83.0%-14.9pp | 69.6%-1.4pp |
| Annual return | -4.19% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,415 | $3,351-57.8% | $5,298-73.3% | $2,381-40.6% |
| Participant deferral / active EE | $3,400 | $3,175+7.1% | $5,081-33.1% | $3,470-2.0% |
| Admin fee / account holder | $14,217 | $5,596+154.1% | $13,411+6.0% | $4,888+190.9% |