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 | $40,600 | $84,402-51.9% | $61,373-33.8% | $134,475-69.8% |
| Participation rate | 43.5% | 62.2%-18.7pp | 52.6%-9.1pp | 81.2%-37.7pp |
| Annual return | -13.85% | 584.55%-598.4pp | 338.61%-352.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,373 | $1,544-11.1% | $1,159+18.4% | $4,740-71.0% |
| Participant deferral / active EE | $2,016 | $2,819-28.5% | $2,125-5.1% | $6,400-68.5% |
| Admin fee / account holder | $640 | $2,585-75.2% | $2,130-69.9% | $11,426-94.4% |