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 | $14,434 | $92,703-84.4% | $82,719-82.6% | $134,475-89.3% |
| Participation rate | 45.8% | 75.2%-29.4pp | 72.6%-26.7pp | 81.2%-35.4pp |
| Annual return | -15.25% | 944.92%-960.2pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $891 | $3,274-72.8% | $3,009-70.4% | $4,740-81.2% |
| Participant deferral / active EE | $1,898 | $4,802-60.5% | $4,395-56.8% | $6,400-70.3% |
| Admin fee / account holder | $1,447 | $5,983-75.8% | $5,329-72.8% | $11,426-87.3% |