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 | $38,262 | $92,703-58.7% | $82,719-53.7% | $134,475-71.5% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -18.15% | 944.92%-963.1pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $522 | $3,274-84.0% | $3,009-82.6% | $4,740-89.0% |
| Participant deferral / active EE | $3,018 | $4,802-37.2% | $4,395-31.3% | $6,400-52.8% |
| Admin fee / account holder | $5,707 | $5,983-4.6% | $5,329+7.1% | $11,426-50.1% |