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 | $59,451 | $92,703-35.9% | $82,719-28.1% | $134,475-55.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.38% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,685 | $3,274-48.5% | $3,009-44.0% | $4,740-64.4% |
| Participant deferral / active EE | $5,570 | $4,802+16.0% | $4,395+26.7% | $6,400-13.0% |
| Admin fee / account holder | $450 | $5,983-92.5% | $5,329-91.6% | $11,426-96.1% |