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 | $37,958 | $106,543-64.4% | $91,220-58.4% | $134,475-71.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -12.17% | 160.60%-172.8pp | 114.01%-126.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,626 | $3,331-51.2% | $2,850-42.9% | $4,740-65.7% |
| Participant deferral / active EE | $4,031 | $4,719-14.6% | $4,234-4.8% | $6,400-37.0% |
| Admin fee / account holder | $8,790 | $6,231+41.1% | $5,420+62.2% | $11,426-23.1% |