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 5-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 | $23,345 | $92,703-74.8% | $82,719-71.8% | $134,475-82.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -2.27% | 944.92%-947.2pp | 701.18%-703.4pp | 417.96%-420.2pp |
| Employer contribution / active EE | $3,960 | $3,274+21.0% | $3,009+31.6% | $4,740-16.4% |
| Participant deferral / active EE | $5,892 | $4,802+22.7% | $4,395+34.1% | $6,400-7.9% |
| Admin fee / account holder | $3,736 | $5,983-37.6% | $5,329-29.9% | $11,426-67.3% |