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 | $47,876 | $88,594-46.0% | $70,092-31.7% | $134,475-64.4% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -19.65% | 442.67%-462.3pp | 190.73%-210.4pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,599 | $3,233-50.5% | $2,559-37.5% | $4,740-66.3% |
| Participant deferral / active EE | $1,758 | $4,772-63.2% | $3,849-54.3% | $6,400-72.5% |
| Admin fee / account holder | $6,577 | $10,441-37.0% | $6,267+5.0% | $11,426-42.4% |