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 | $24,250 | $84,402-71.3% | $61,373-60.5% | $134,475-82.0% |
| Participation rate | 44.4% | 62.2%-17.8pp | 52.6%-8.1pp | 81.2%-36.8pp |
| Annual return | -18.00% | 584.55%-602.5pp | 338.61%-356.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $490 | $1,544-68.3% | $1,159-57.7% | $4,740-89.7% |
| Participant deferral / active EE | $2,608 | $2,819-7.5% | $2,125+22.7% | $6,400-59.3% |
| Admin fee / account holder | $10,199 | $2,585+294.5% | $2,130+378.9% | $11,426-10.7% |