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 | $18,889 | $95,971-80.3% | $74,550-74.7% | $135,375-86.0% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -6.86% | 56.96%-63.8pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $966 | $2,716-64.4% | $1,961-50.7% | $4,779-79.8% |
| Participant deferral / active EE | $2,405 | $3,843-37.4% | $3,108-22.6% | $5,609-57.1% |
| Admin fee / account holder | $1,547 | $6,522-76.3% | $5,060-69.4% | $10,827-85.7% |