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 | $16,119 | $84,402-80.9% | $61,373-73.7% | $134,475-88.0% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -16.18% | 584.55%-600.7pp | 338.61%-354.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $878 | $1,544-43.2% | $1,159-24.3% | $4,740-81.5% |
| Participant deferral / active EE | $1,575 | $2,819-44.1% | $2,125-25.9% | $6,400-75.4% |
| Admin fee / account holder | $5,023 | $2,585+94.3% | $2,130+135.8% | $11,426-56.0% |