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 | $65,781 | $84,402-22.1% | $61,373+7.2% | $134,475-51.1% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -13.05% | 584.55%-597.6pp | 338.61%-351.7pp | 417.96%-431.0pp |
| Employer contribution / active EE | $928 | $1,544-39.9% | $1,159-20.0% | $4,740-80.4% |
| Participant deferral / active EE | $1,929 | $2,819-31.6% | $2,125-9.2% | $6,400-69.9% |
| Admin fee / account holder | $912 | $2,585-64.7% | $2,130-57.2% | $11,426-92.0% |