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 | $56,310 | $95,971-41.3% | $74,550-24.5% | $135,375-58.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -6.21% | 56.96%-63.2pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $503 | $2,716-81.5% | $1,961-74.4% | $4,779-89.5% |
| Participant deferral / active EE | $6,766 | $3,843+76.0% | $3,108+117.7% | $5,609+20.6% |
| Admin fee / account holder | $25,110 | $6,522+285.0% | $5,060+396.3% | $10,827+131.9% |