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 | $35,832 | $76,000-52.9% | $154,107-76.7% | $64,186-44.2% |
| Participation rate | 15.4% | 70.4%-55.0pp | 83.0%-67.7pp | 69.6%-54.2pp |
| Annual return | -5.81% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $472 | $3,351-85.9% | $5,298-91.1% | $2,381-80.2% |
| Participant deferral / active EE | $1,267 | $3,175-60.1% | $5,081-75.1% | $3,470-63.5% |
| Admin fee / account holder | $767 | $5,596-86.3% | $13,411-94.3% | $4,888-84.3% |