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 | $25,805 | $138,065-81.3% | $123,544-79.1% | $135,375-80.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -6.93% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,081 | $5,151-79.0% | $4,628-76.6% | $4,779-77.4% |
| Participant deferral / active EE | $4,436 | $6,799-34.8% | $6,426-31.0% | $5,609-20.9% |
| Admin fee / account holder | $37,616 | $10,916+244.6% | $9,284+305.2% | $10,827+247.4% |