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 | $47,942 | $97,757-51.0% | $83,848-42.8% | $135,375-64.6% |
| Participation rate | 31.8% | 80.0%-48.1pp | 76.1%-44.3pp | 82.6%-50.8pp |
| Annual return | -6.09% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $893 | $4,222-78.9% | $3,631-75.4% | $4,779-81.3% |
| Participant deferral / active EE | $2,248 | $4,682-52.0% | $4,082-44.9% | $5,609-59.9% |
| Admin fee / account holder | $403 | $6,674-94.0% | $5,478-92.7% | $10,827-96.3% |