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 | $17,572 | $90,600-80.6% | $79,464-77.9% | $135,375-87.0% |
| Participation rate | 53.8% | 76.0%-22.2pp | 73.3%-19.5pp | 82.6%-28.8pp |
| Annual return | -8.60% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $850 | $3,068-72.3% | $2,800-69.6% | $4,779-82.2% |
| Participant deferral / active EE | $979 | $4,050-75.8% | $3,704-73.6% | $5,609-82.5% |
| Admin fee / account holder | $1,305 | $5,907-77.9% | $5,113-74.5% | $10,827-87.9% |