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 | $26,573 | $97,757-72.8% | $83,848-68.3% | $135,375-80.4% |
| Participation rate | 46.7% | 80.0%-33.3pp | 76.1%-29.5pp | 82.6%-36.0pp |
| Annual return | -4.57% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $999 | $4,222-76.3% | $3,631-72.5% | $4,779-79.1% |
| Participant deferral / active EE | $1,419 | $4,682-69.7% | $4,082-65.2% | $5,609-74.7% |
| Admin fee / account holder | $2,578 | $6,674-61.4% | $5,478-52.9% | $10,827-76.2% |