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 | $27,298 | $67,331-59.5% | $60,874-55.2% | $134,475-79.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -13.39% | 49.93%-63.3pp | 16.90%-30.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,757 | $3,096+21.3% | $2,701+39.1% | $4,740-20.7% |
| Participant deferral / active EE | $3,313 | $4,538-27.0% | $3,817-13.2% | $6,400-48.2% |
| Admin fee / account holder | $7,350 | $4,582+60.4% | $3,224+128.0% | $11,426-35.7% |