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 | $9,118 | $92,703-90.2% | $82,719-89.0% | $134,475-93.2% |
| Participation rate | 52.2% | 75.2%-23.0pp | 72.6%-20.4pp | 81.2%-29.0pp |
| Annual return | -17.49% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $326 | $3,274-90.0% | $3,009-89.2% | $4,740-93.1% |
| Participant deferral / active EE | $2,178 | $4,802-54.6% | $4,395-50.4% | $6,400-66.0% |
| Admin fee / account holder | $722 | $5,983-87.9% | $5,329-86.5% | $11,426-93.7% |