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 | $37,859 | $92,703-59.2% | $82,719-54.2% | $134,475-71.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -18.99% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,770 | $3,274-45.9% | $3,009-41.2% | $4,740-62.6% |
| Participant deferral / active EE | $2,352 | $4,802-51.0% | $4,395-46.5% | $6,400-63.3% |
| Admin fee / account holder | $399 | $5,983-93.3% | $5,329-92.5% | $11,426-96.5% |