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 5-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 | $11,984 | $84,402-85.8% | $61,373-80.5% | $134,475-91.1% |
| Participation rate | 56.3% | 62.2%-6.0pp | 52.6%+3.7pp | 81.2%-25.0pp |
| Annual return | -17.22% | 584.55%-601.8pp | 338.61%-355.8pp | 417.96%-435.2pp |
| Employer contribution / active EE | $572 | $1,544-62.9% | $1,159-50.6% | $4,740-87.9% |
| Participant deferral / active EE | $4,090 | $2,819+45.1% | $2,125+92.5% | $6,400-36.1% |
| Admin fee / account holder | $643 | $2,585-75.1% | $2,130-69.8% | $11,426-94.4% |