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 | $47,534 | $69,848-31.9% | $115,756-58.9% | $66,914-29.0% |
| Participation rate | 68.6% | 70.6%-2.0pp | 77.1%-8.4pp | 69.8%-1.2pp |
| Annual return | -17.54% | 969.66%-987.2pp | 143.14%-160.7pp | 1.58%-19.1pp |
| Employer contribution / active EE | $4,069 | $2,613+55.8% | $3,793+7.3% | $2,544+60.0% |
| Participant deferral / active EE | $3,951 | $4,274-7.6% | $6,254-36.8% | $4,237-6.7% |
| Admin fee / account holder | $1,269 | $337+276.5% | $8,124-84.4% | $593+114.0% |