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 | $41,732 | $39,798+4.9% | $67,711-38.4% | $59,632-30.0% |
| Participation rate | 31.0% | 57.4%-26.4pp | 67.5%-36.6pp | 68.7%-37.7pp |
| Annual return | -1.40% | 89.94%-91.3pp | 25.41%-26.8pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,460 | $2,335-37.5% | $3,585-59.3% | $3,192-54.2% |
| Admin fee / account holder | $3,103 | $3,212-3.4% | $4,255-27.1% | $4,297-27.8% |