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 | $20,988 | $90,600-76.8% | $79,464-73.6% | $135,375-84.5% |
| Participation rate | 56.5% | 76.0%-19.5pp | 73.3%-16.8pp | 82.6%-26.1pp |
| Annual return | -7.41% | 977.43%-984.8pp | 718.14%-725.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $201 | $3,068-93.5% | $2,800-92.8% | $4,779-95.8% |
| Participant deferral / active EE | $1,527 | $4,050-62.3% | $3,704-58.8% | $5,609-72.8% |
| Admin fee / account holder | $3,478 | $5,907-41.1% | $5,113-32.0% | $10,827-67.9% |