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 | $26,769 | $190,805-86.0% | $159,960-83.3% | $134,475-80.1% |
| Participation rate | 41.7% | 81.9%-40.3pp | 78.0%-36.3pp | 81.2%-39.6pp |
| Annual return | -18.41% | 552.23%-570.6pp | 408.60%-427.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,611 | $4,995-67.8% | $4,226-61.9% | $4,740-66.0% |
| Participant deferral / active EE | $5,137 | $6,923-25.8% | $6,182-16.9% | $6,400-19.7% |
| Admin fee / account holder | $4,903 | $10,471-53.2% | $8,698-43.6% | $11,426-57.1% |