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 | $26,809 | $84,402-68.2% | $61,373-56.3% | $134,475-80.1% |
| Participation rate | 68.2% | 62.2%+6.0pp | 52.6%+15.6pp | 81.2%-13.0pp |
| Annual return | -14.49% | 584.55%-599.0pp | 338.61%-353.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $607 | $1,544-60.7% | $1,159-47.6% | $4,740-87.2% |
| Participant deferral / active EE | $1,225 | $2,819-56.5% | $2,125-42.3% | $6,400-80.9% |
| Admin fee / account holder | $627 | $2,585-75.8% | $2,130-70.6% | $11,426-94.5% |