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 | $29,328 | $97,757-70.0% | $83,848-65.0% | $135,375-78.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -7.69% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,363 | $4,222-67.7% | $3,631-62.4% | $4,779-71.5% |
| Participant deferral / active EE | $4,858 | $4,682+3.8% | $4,082+19.0% | $5,609-13.4% |
| Admin fee / account holder | $932 | $6,674-86.0% | $5,478-83.0% | $10,827-91.4% |