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 | $22,355 | $97,757-77.1% | $83,848-73.3% | $135,375-83.5% |
| Participation rate | 52.6% | 80.0%-27.3pp | 76.1%-23.5pp | 82.6%-30.0pp |
| Annual return | -4.91% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,017 | $4,222-75.9% | $3,631-72.0% | $4,779-78.7% |
| Participant deferral / active EE | $1,997 | $4,682-57.4% | $4,082-51.1% | $5,609-64.4% |
| Admin fee / account holder | $14,029 | $6,674+110.2% | $5,478+156.1% | $10,827+29.6% |