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 | $68,926 | $84,402-18.3% | $61,373+12.3% | $134,475-48.7% |
| Participation rate | 56.3% | 62.2%-6.0pp | 52.6%+3.7pp | 81.2%-25.0pp |
| Annual return | -16.63% | 584.55%-601.2pp | 338.61%-355.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $933 | $1,544-39.6% | $1,159-19.5% | $4,740-80.3% |
| Participant deferral / active EE | $4,164 | $2,819+47.7% | $2,125+95.9% | $6,400-34.9% |
| Admin fee / account holder | $787 | $2,585-69.6% | $2,130-63.1% | $11,426-93.1% |