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 | $47,416 | $84,402-43.8% | $61,373-22.7% | $134,475-64.7% |
| Participation rate | 46.2% | 62.2%-16.0pp | 52.6%-6.4pp | 81.2%-35.1pp |
| Annual return | -15.01% | 584.55%-599.6pp | 338.61%-353.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,683 | $1,544+9.0% | $1,159+45.2% | $4,740-64.5% |
| Participant deferral / active EE | $3,650 | $2,819+29.5% | $2,125+71.8% | $6,400-43.0% |
| Admin fee / account holder | $1,421 | $2,585-45.0% | $2,130-33.3% | $11,426-87.6% |