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 6-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 | $28,040 | $84,402-66.8% | $61,373-54.3% | $134,475-79.1% |
| Participation rate | 58.8% | 62.2%-3.4pp | 52.6%+6.3pp | 81.2%-22.4pp |
| Annual return | -21.16% | 584.55%-605.7pp | 338.61%-359.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,511 | $1,544+62.6% | $1,159+116.5% | $4,740-47.0% |
| Participant deferral / active EE | $4,635 | $2,819+64.4% | $2,125+118.1% | $6,400-27.6% |
| Admin fee / account holder | $1,867 | $2,585-27.8% | $2,130-12.3% | $11,426-83.7% |