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 7-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 | $25,674 | $138,044-81.4% | $125,339-79.5% | $134,475-80.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.90% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,287 | $5,243-56.4% | $4,814-52.5% | $4,740-51.7% |
| Participant deferral / active EE | $3,194 | $7,799-59.0% | $7,446-57.1% | $6,400-50.1% |
| Admin fee / account holder | $1,033 | $11,571-91.1% | $10,010-89.7% | $11,426-91.0% |