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 | $29,470 | $100,754-70.8% | $86,677-66.0% | $134,475-78.1% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.2pp | 81.2%-22.9pp |
| Annual return | -11.68% | 29.04%-40.7pp | 35.91%-47.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,095 | $5,338-42.0% | $4,656-33.5% | $6,400-51.6% |
| Admin fee / account holder | $15,739 | $10,926+44.1% | $7,493+110.0% | $11,426+37.8% |