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 | $36,157 | $84,402-57.2% | $61,373-41.1% | $134,475-73.1% |
| Participation rate | 27.3% | 62.2%-34.9pp | 52.6%-25.3pp | 81.2%-53.9pp |
| Annual return | -20.00% | 584.55%-604.5pp | 338.61%-358.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $510 | $1,544-67.0% | $1,159-56.0% | $4,740-89.2% |
| Participant deferral / active EE | $924 | $2,819-67.2% | $2,125-56.5% | $6,400-85.6% |
| Admin fee / account holder | $16,807 | $2,585+550.1% | $2,130+689.2% | $11,426+47.1% |