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 | $10,891 | $67,331-83.8% | $60,874-82.1% | $134,475-91.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -19.90% | 49.93%-69.8pp | 16.90%-36.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,587 | $3,096-48.8% | $2,701-41.3% | $4,740-66.5% |
| Participant deferral / active EE | $2,091 | $4,538-53.9% | $3,817-45.2% | $6,400-67.3% |
| Admin fee / account holder | $569 | $4,582-87.6% | $3,224-82.4% | $11,426-95.0% |