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 8-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 | $22,055 | $84,402-73.9% | $61,373-64.1% | $134,475-83.6% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -18.52% | 584.55%-603.1pp | 338.61%-357.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $433 | $1,544-72.0% | $1,159-62.6% | $4,740-90.9% |
| Participant deferral / active EE | $2,204 | $2,819-21.8% | $2,125+3.7% | $6,400-65.6% |
| Admin fee / account holder | $1,463 | $2,585-43.4% | $2,130-31.3% | $11,426-87.2% |