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 | $29,793 | $88,594-66.4% | $70,092-57.5% | $134,475-77.8% |
| Participation rate | 60.9% | 74.9%-14.1pp | 70.5%-9.6pp | 81.2%-20.4pp |
| Annual return | -16.11% | 442.67%-458.8pp | 190.73%-206.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,085 | $3,233-66.4% | $2,559-57.6% | $4,740-77.1% |
| Participant deferral / active EE | $3,599 | $4,772-24.6% | $3,849-6.5% | $6,400-43.8% |
| Admin fee / account holder | $1,016 | $10,441-90.3% | $6,267-83.8% | $11,426-91.1% |