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 | $21,011 | $97,757-78.5% | $83,848-74.9% | $135,375-84.5% |
| Participation rate | 47.6% | 80.0%-32.3pp | 76.1%-28.5pp | 82.6%-35.0pp |
| Annual return | -7.63% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,136 | $4,222-73.1% | $3,631-68.7% | $4,779-76.2% |
| Participant deferral / active EE | $2,000 | $4,682-57.3% | $4,082-51.0% | $5,609-64.4% |
| Admin fee / account holder | $1,507 | $6,674-77.4% | $5,478-72.5% | $10,827-86.1% |