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 | $26,772 | $76,000-64.8% | $154,107-82.6% | $64,186-58.3% |
| Participation rate | 52.3% | 70.4%-18.1pp | 83.0%-30.8pp | 69.6%-17.3pp |
| Annual return | -1.54% | 30.32%-31.9pp | 735.12%-736.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,083 | $3,351-67.7% | $5,298-79.6% | $2,381-54.5% |
| Participant deferral / active EE | $2,104 | $3,175-33.7% | $5,081-58.6% | $3,470-39.4% |
| Admin fee / account holder | $931 | $5,596-83.4% | $13,411-93.1% | $4,888-80.9% |