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 | $28,700 | $84,402-66.0% | $61,373-53.2% | $134,475-78.7% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -17.36% | 584.55%-601.9pp | 338.61%-356.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,228 | $1,544-20.5% | $1,159+5.9% | $4,740-74.1% |
| Participant deferral / active EE | $6,069 | $2,819+115.3% | $2,125+185.6% | $6,400-5.2% |
| Admin fee / account holder | $665 | $2,585-74.3% | $2,130-68.8% | $11,426-94.2% |