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 | $14,955 | $84,402-82.3% | $61,373-75.6% | $134,475-88.9% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -16.36% | 584.55%-600.9pp | 338.61%-355.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,729 | $1,544+76.7% | $1,159+135.4% | $4,740-42.4% |
| Participant deferral / active EE | $6,050 | $2,819+114.6% | $2,125+184.7% | $6,400-5.5% |
| Admin fee / account holder | $738 | $2,585-71.5% | $2,130-65.4% | $11,426-93.5% |