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 | $75,844 | $152,509-50.3% | $117,472-35.4% | $134,475-43.6% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -14.74% | 52.99%-67.7pp | 29.74%-44.5pp | 417.96%-432.7pp |
| Employer contribution / active EE | $640 | $5,571-88.5% | $4,176-84.7% | $4,740-86.5% |
| Participant deferral / active EE | $512 | $4,818-89.4% | $4,070-87.4% | $6,400-92.0% |
| Admin fee / account holder | $405 | $7,004-94.2% | $5,645-92.8% | $11,426-96.5% |