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 | $36,328 | $90,600-59.9% | $79,464-54.3% | $135,375-73.2% |
| Participation rate | 68.8% | 76.0%-7.3pp | 73.3%-4.6pp | 82.6%-13.9pp |
| Annual return | -5.37% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $588 | $3,068-80.9% | $2,800-79.0% | $4,779-87.7% |
| Participant deferral / active EE | $2,411 | $4,050-40.5% | $3,704-34.9% | $5,609-57.0% |
| Admin fee / account holder | $2,270 | $5,907-61.6% | $5,113-55.6% | $10,827-79.0% |