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 | $52,769 | $197,825-73.3% | $155,790-66.1% | $125,391-57.9% |
| Participation rate | 57.1% | 82.1%-24.9pp | 76.1%-19.0pp | 83.2%-26.0pp |
| Annual return | -2.54% | 86.74%-89.3pp | 71.54%-74.1pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,071 | $4,847-77.9% | $3,836-72.1% | $4,866-78.0% |
| Participant deferral / active EE | $2,014 | $5,630-64.2% | $4,797-58.0% | $5,352-62.4% |
| Admin fee / account holder | $509 | $9,545-94.7% | $7,478-93.2% | $9,540-94.7% |