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 | $46,632 | $152,509-69.4% | $117,472-60.3% | $134,475-65.3% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -14.22% | 52.99%-67.2pp | 29.74%-44.0pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,207 | $5,571-78.3% | $4,176-71.1% | $4,740-74.5% |
| Participant deferral / active EE | $3,559 | $4,818-26.1% | $4,070-12.6% | $6,400-44.4% |
| Admin fee / account holder | $18,447 | $7,004+163.4% | $5,645+226.8% | $11,426+61.5% |