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 | $69,956 | $84,402-17.1% | $61,373+14.0% | $134,475-48.0% |
| Participation rate | 55.0% | 62.2%-7.2pp | 52.6%+2.4pp | 81.2%-26.2pp |
| Annual return | -18.14% | 584.55%-602.7pp | 338.61%-356.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $595 | $1,544-61.5% | $1,159-48.7% | $4,740-87.4% |
| Participant deferral / active EE | $1,804 | $2,819-36.0% | $2,125-15.1% | $6,400-71.8% |
| Admin fee / account holder | $8,751 | $2,585+238.5% | $2,130+310.9% | $11,426-23.4% |