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 | $24,888 | $92,703-73.2% | $82,719-69.9% | $134,475-81.5% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -13.32% | 944.92%-958.2pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,123 | $3,274-65.7% | $3,009-62.7% | $4,740-76.3% |
| Participant deferral / active EE | $1,369 | $4,802-71.5% | $4,395-68.9% | $6,400-78.6% |
| Admin fee / account holder | $2,178 | $5,983-63.6% | $5,329-59.1% | $11,426-80.9% |