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 | $13,169 | $92,703-85.8% | $82,719-84.1% | $134,475-90.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -12.49% | 944.92%-957.4pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $438 | $3,274-86.6% | $3,009-85.4% | $4,740-90.8% |
| Participant deferral / active EE | $2,305 | $4,802-52.0% | $4,395-47.6% | $6,400-64.0% |
| Admin fee / account holder | $1,533 | $5,983-74.4% | $5,329-71.2% | $11,426-86.6% |