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 | $29,354 | $54,350-46.0% | $82,719-64.5% | $68,494-57.1% |
| Participation rate | 58.3% | 63.9%-5.6pp | 72.6%-14.2pp | 67.9%-9.6pp |
| Annual return | -13.26% | -13.67%+0.4pp | 701.18%-714.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,268 | $2,218-42.8% | $3,009-57.9% | $2,596-51.2% |
| Participant deferral / active EE | $2,735 | $3,246-15.7% | $4,395-37.8% | $4,027-32.1% |
| Admin fee / account holder | $546 | $4,395-87.6% | $5,329-89.8% | $5,403-89.9% |