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 | $51,849 | $76,000-31.8% | $154,107-66.4% | $64,186-19.2% |
| Participation rate | 36.5% | 70.4%-33.9pp | 83.0%-46.5pp | 69.6%-33.1pp |
| Annual return | -2.66% | 30.32%-33.0pp | 735.12%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,249 | $3,175-60.7% | $5,081-75.4% | $3,470-64.0% |
| Admin fee / account holder | $545 | $5,596-90.3% | $13,411-95.9% | $4,888-88.9% |