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 | $45,008 | $39,798+13.1% | $67,711-33.5% | $59,632-24.5% |
| Participation rate | 27.1% | 57.4%-30.2pp | 67.5%-40.4pp | 68.7%-41.5pp |
| Annual return | -2.30% | 89.94%-92.2pp | 25.41%-27.7pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,211 | $1,393-13.1% | $2,559-52.7% | $2,203-45.0% |
| Participant deferral / active EE | $1,764 | $2,335-24.5% | $3,585-50.8% | $3,192-44.7% |
| Admin fee / account holder | $1,000 | $3,212-68.9% | $4,255-76.5% | $4,297-76.7% |