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 | $55,918 | $82,630-32.3% | $64,105-12.8% | $125,391-55.4% |
| Participation rate | 45.5% | 75.9%-30.4pp | 68.2%-22.7pp | 83.2%-37.7pp |
| Annual return | -2.82% | 1489.72%-1492.5pp | 791.24%-794.1pp | 282.22%-285.0pp |
| Employer contribution / active EE | $862 | $2,671-67.7% | $1,820-52.6% | $4,866-82.3% |
| Participant deferral / active EE | $2,790 | $3,608-22.7% | $2,822-1.1% | $5,352-47.9% |
| Admin fee / account holder | $2,890 | $6,382-54.7% | $4,499-35.8% | $9,540-69.7% |