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 | $12,012 | $84,402-85.8% | $61,373-80.4% | $134,475-91.1% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -18.81% | 584.55%-603.4pp | 338.61%-357.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $337 | $1,544-78.2% | $1,159-70.9% | $4,740-92.9% |
| Participant deferral / active EE | $1,404 | $2,819-50.2% | $2,125-33.9% | $6,400-78.1% |
| Admin fee / account holder | $7,294 | $2,585+182.1% | $2,130+242.5% | $11,426-36.2% |