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 | $27,213 | $104,106-73.9% | $71,086-61.7% | $135,375-79.9% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -7.08% | 1256.30%-1263.4pp | 650.59%-657.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $997 | $1,485-32.9% | $1,088-8.3% | $4,779-79.1% |
| Participant deferral / active EE | $3,739 | $2,527+47.9% | $1,874+99.5% | $5,609-33.3% |
| Admin fee / account holder | $3,169 | $4,142-23.5% | $3,082+2.8% | $10,827-70.7% |