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 | $42,468 | $84,402-49.7% | $61,373-30.8% | $134,475-68.4% |
| Participation rate | 21.7% | 62.2%-40.5pp | 52.6%-30.8pp | 81.2%-59.5pp |
| Annual return | -17.52% | 584.55%-602.1pp | 338.61%-356.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $789 | $1,544-48.9% | $1,159-31.9% | $4,740-83.4% |
| Participant deferral / active EE | $2,405 | $2,819-14.7% | $2,125+13.2% | $6,400-62.4% |
| Admin fee / account holder | $2,192 | $2,585-15.2% | $2,130+2.9% | $11,426-80.8% |