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 | $23,892 | $76,000-68.6% | $154,107-84.5% | $64,186-62.8% |
| Participation rate | 38.5% | 70.4%-32.0pp | 83.0%-44.6pp | 69.6%-31.1pp |
| Annual return | -6.86% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $588 | $3,351-82.5% | $5,298-88.9% | $2,381-75.3% |
| Participant deferral / active EE | $2,106 | $3,175-33.7% | $5,081-58.6% | $3,470-39.3% |
| Admin fee / account holder | $714 | $5,596-87.2% | $13,411-94.7% | $4,888-85.4% |