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 | $37,584 | $92,703-59.5% | $82,719-54.6% | $134,475-72.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.59% | 944.92%-963.5pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $723 | $3,274-77.9% | $3,009-76.0% | $4,740-84.7% |
| Participant deferral / active EE | $1,710 | $4,802-64.4% | $4,395-61.1% | $6,400-73.3% |
| Admin fee / account holder | $3,042 | $5,983-49.2% | $5,329-42.9% | $11,426-73.4% |