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 | $33,052 | $90,600-63.5% | $79,464-58.4% | $135,375-75.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -4.48% | 977.43%-981.9pp | 718.14%-722.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,294 | $3,068-57.8% | $2,800-53.8% | $4,779-72.9% |
| Participant deferral / active EE | $2,845 | $4,050-29.8% | $3,704-23.2% | $5,609-49.3% |
| Admin fee / account holder | $29,844 | $5,907+405.2% | $5,113+483.7% | $10,827+175.6% |