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 | $30,079 | $88,594-66.0% | $70,092-57.1% | $134,475-77.6% |
| Participation rate | 29.4% | 74.9%-45.5pp | 70.5%-41.1pp | 81.2%-51.8pp |
| Annual return | -17.91% | 442.67%-460.6pp | 190.73%-208.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,309 | $4,772-72.6% | $3,849-66.0% | $6,400-79.5% |
| Admin fee / account holder | $594 | $10,441-94.3% | $6,267-90.5% | $11,426-94.8% |