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 | $41,454 | $84,402-50.9% | $61,373-32.5% | $134,475-69.2% |
| Participation rate | 46.2% | 62.2%-16.0pp | 52.6%-6.4pp | 81.2%-35.1pp |
| Annual return | -10.86% | 584.55%-595.4pp | 338.61%-349.5pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,017 | $1,544-34.1% | $1,159-12.3% | $4,740-78.5% |
| Participant deferral / active EE | $721 | $2,819-74.4% | $2,125-66.1% | $6,400-88.7% |
| Admin fee / account holder | $893 | $2,585-65.5% | $2,130-58.1% | $11,426-92.2% |