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 | $36,321 | $99,640-63.5% | $86,436-58.0% | $134,475-73.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.88% | 6782.58%-6800.5pp | 4394.89%-4412.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,382 | $4,400-68.6% | $3,769-63.3% | $4,740-70.8% |
| Participant deferral / active EE | $4,872 | $7,246-32.8% | $6,952-29.9% | $6,400-23.9% |
| Admin fee / account holder | $40,442 | $8,371+383.1% | $6,731+500.8% | $11,426+253.9% |