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 7-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 | $48,391 | $92,703-47.8% | $82,719-41.5% | $134,475-64.0% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | -19.36% | 944.92%-964.3pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $528 | $3,274-83.9% | $3,009-82.5% | $4,740-88.9% |
| Participant deferral / active EE | $5,760 | $4,802+20.0% | $4,395+31.1% | $6,400-10.0% |
| Admin fee / account holder | $564 | $5,983-90.6% | $5,329-89.4% | $11,426-95.1% |