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 8-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 | $26,853 | $92,703-71.0% | $82,719-67.5% | $134,475-80.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.42% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,317 | $3,274-59.8% | $3,009-56.2% | $4,740-72.2% |
| Participant deferral / active EE | $3,631 | $4,802-24.4% | $4,395-17.4% | $6,400-43.3% |
| Admin fee / account holder | $1,208 | $5,983-79.8% | $5,329-77.3% | $11,426-89.4% |