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 | $42,589 | $92,703-54.1% | $82,719-48.5% | $134,475-68.3% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -14.12% | 944.92%-959.0pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,665 | $3,274-49.1% | $3,009-44.7% | $4,740-64.9% |
| Participant deferral / active EE | $1,892 | $4,802-60.6% | $4,395-57.0% | $6,400-70.4% |
| Admin fee / account holder | $13,498 | $5,983+125.6% | $5,329+153.3% | $11,426+18.1% |