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 | $29,111 | $138,044-78.9% | $125,339-76.8% | $134,475-78.4% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -19.29% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,131 | $5,243-40.3% | $4,814-35.0% | $4,740-33.9% |
| Participant deferral / active EE | $7,849 | $7,799+0.6% | $7,446+5.4% | $6,400+22.6% |
| Admin fee / account holder | $5,289 | $11,571-54.3% | $10,010-47.2% | $11,426-53.7% |