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 | $18,062 | $84,695-78.7% | $73,843-75.5% | $125,391-85.6% |
| Participation rate | 64.3% | 76.8%-12.5pp | 73.4%-9.2pp | 83.2%-18.9pp |
| Annual return | -2.32% | 3123.53%-3125.9pp | 2267.84%-2270.2pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,329 | $3,123-57.4% | $2,787-52.3% | $4,866-72.7% |
| Participant deferral / active EE | $2,424 | $3,992-39.3% | $3,583-32.4% | $5,352-54.7% |
| Admin fee / account holder | $768 | $5,691-86.5% | $4,880-84.3% | $9,540-92.0% |