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 | $23,377 | $138,065-83.1% | $123,544-81.1% | $135,375-82.7% |
| Participation rate | 55.0% | 84.7%-29.7pp | 82.3%-27.3pp | 82.6%-27.6pp |
| Annual return | -5.43% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,608 | $5,151-68.8% | $4,628-65.3% | $4,779-66.4% |
| Participant deferral / active EE | $5,991 | $6,799-11.9% | $6,426-6.8% | $5,609+6.8% |
| Admin fee / account holder | $5,117 | $10,916-53.1% | $9,284-44.9% | $10,827-52.7% |