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 9-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 | $52,176 | $90,600-42.4% | $79,464-34.3% | $135,375-61.5% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -7.14% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,410 | $4,050-65.2% | $3,704-61.9% | $5,609-74.9% |
| Admin fee / account holder | $12,825 | $5,907+117.1% | $5,113+150.8% | $10,827+18.5% |