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 | $59,699 | $92,703-35.6% | $82,719-27.8% | $134,475-55.6% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -11.51% | 944.92%-956.4pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $550 | $3,274-83.2% | $3,009-81.7% | $4,740-88.4% |
| Participant deferral / active EE | $1,261 | $4,802-73.7% | $4,395-71.3% | $6,400-80.3% |
| Admin fee / account holder | $328 | $5,983-94.5% | $5,329-93.8% | $11,426-97.1% |