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 | $25,872 | $92,703-72.1% | $82,719-68.7% | $134,475-80.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -16.27% | 944.92%-961.2pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $700 | $3,274-78.6% | $3,009-76.7% | $4,740-85.2% |
| Participant deferral / active EE | $2,069 | $4,802-56.9% | $4,395-52.9% | $6,400-67.7% |
| Admin fee / account holder | $4,606 | $5,983-23.0% | $5,329-13.6% | $11,426-59.7% |