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 | $28,697 | $84,695-66.1% | $73,843-61.1% | $125,391-77.1% |
| Participation rate | 52.4% | 76.8%-24.4pp | 73.4%-21.1pp | 83.2%-30.8pp |
| Annual return | -2.13% | 3123.53%-3125.7pp | 2267.84%-2270.0pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,373 | $3,123-56.1% | $2,787-50.8% | $4,866-71.8% |
| Participant deferral / active EE | $2,923 | $3,992-26.8% | $3,583-18.4% | $5,352-45.4% |
| Admin fee / account holder | $3,219 | $5,691-43.4% | $4,880-34.0% | $9,540-66.3% |