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 | $40,605 | $190,805-78.7% | $159,960-74.6% | $134,475-69.8% |
| Participation rate | 31.6% | 81.9%-50.3pp | 78.0%-46.4pp | 81.2%-49.6pp |
| Annual return | -14.14% | 552.23%-566.4pp | 408.60%-422.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,227 | $4,995-75.4% | $4,226-71.0% | $4,740-74.1% |
| Participant deferral / active EE | $1,566 | $6,923-77.4% | $6,182-74.7% | $6,400-75.5% |
| Admin fee / account holder | $14,374 | $10,471+37.3% | $8,698+65.3% | $11,426+25.8% |