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 | $54,905 | $76,000-27.8% | $154,107-64.4% | $64,186-14.5% |
| Participation rate | 68.8% | 70.4%-1.7pp | 83.0%-14.3pp | 69.6%-0.8pp |
| Annual return | -4.67% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,150 | $3,351-65.7% | $5,298-78.3% | $2,381-51.7% |
| Participant deferral / active EE | $4,585 | $3,175+44.4% | $5,081-9.7% | $3,470+32.2% |
| Admin fee / account holder | $7,205 | $5,596+28.7% | $13,411-46.3% | $4,888+47.4% |