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 | $20,374 | $90,600-77.5% | $79,464-74.4% | $135,375-84.9% |
| Participation rate | 52.9% | 76.0%-23.1pp | 73.3%-20.4pp | 82.6%-29.7pp |
| Annual return | -5.41% | 977.43%-982.8pp | 718.14%-723.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $904 | $3,068-70.5% | $2,800-67.7% | $4,779-81.1% |
| Participant deferral / active EE | $2,457 | $4,050-39.3% | $3,704-33.7% | $5,609-56.2% |
| Admin fee / account holder | $2,566 | $5,907-56.6% | $5,113-49.8% | $10,827-76.3% |