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 | $47,756 | $84,402-43.4% | $61,373-22.2% | $134,475-64.5% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -15.61% | 584.55%-600.2pp | 338.61%-354.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $503 | $1,544-67.4% | $1,159-56.6% | $4,740-89.4% |
| Participant deferral / active EE | $2,008 | $2,819-28.8% | $2,125-5.5% | $6,400-68.6% |
| Admin fee / account holder | $13,635 | $2,585+427.4% | $2,130+540.2% | $11,426+19.3% |