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 | $51,590 | $67,331-23.4% | $60,874-15.3% | $134,475-61.6% |
| Participation rate | 36.4% | 76.2%-39.8pp | 73.1%-36.7pp | 81.2%-44.9pp |
| Annual return | -19.89% | 49.93%-69.8pp | 16.90%-36.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,112 | $4,538-53.5% | $3,817-44.7% | $6,400-67.0% |
| Admin fee / account holder | $2,036 | $4,582-55.6% | $3,224-36.8% | $11,426-82.2% |