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 | $17,655 | $97,757-81.9% | $83,848-78.9% | $135,375-87.0% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -6.81% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $11,644 | $4,222+175.8% | $3,631+220.7% | $4,779+143.7% |
| Participant deferral / active EE | $16,061 | $4,682+243.0% | $4,082+293.5% | $5,609+186.4% |
| Admin fee / account holder | $21,233 | $6,674+218.2% | $5,478+287.6% | $10,827+96.1% |