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 5-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 | $24,554 | $88,594-72.3% | $70,092-65.0% | $134,475-81.7% |
| Participation rate | 22.2% | 74.9%-52.7pp | 70.5%-48.3pp | 81.2%-59.0pp |
| Annual return | -17.57% | 442.67%-460.2pp | 190.73%-208.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $910 | $3,233-71.9% | $2,559-64.5% | $4,740-80.8% |
| Participant deferral / active EE | $6,756 | $4,772+41.6% | $3,849+75.5% | $6,400+5.6% |
| Admin fee / account holder | $2,491 | $10,441-76.1% | $6,267-60.3% | $11,426-78.2% |