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 | $18,893 | $84,402-77.6% | $61,373-69.2% | $134,475-86.0% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -18.92% | 584.55%-603.5pp | 338.61%-357.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $898 | $1,544-41.8% | $1,159-22.5% | $4,740-81.0% |
| Participant deferral / active EE | $2,866 | $2,819+1.7% | $2,125+34.9% | $6,400-55.2% |
| Admin fee / account holder | $567 | $2,585-78.1% | $2,130-73.4% | $11,426-95.0% |