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 | $22,661 | $93,024-75.6% | $77,024-70.6% | $134,475-83.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -13.17% | 62.60%-75.8pp | 42.32%-55.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $4,881 | $3,418+42.8% | $2,812+73.6% | $4,740+3.0% |
| Participant deferral / active EE | $4,729 | $5,238-9.7% | $4,426+6.8% | $6,400-26.1% |
| Admin fee / account holder | $59,130 | $6,944+751.5% | $5,425+989.9% | $11,426+417.5% |