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 | $28,217 | $90,519-68.8% | $93,789-69.9% | $134,475-79.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -10.18% | -15.72%+5.5pp | -11.33%+1.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $17,014 | $4,343+291.8% | $4,323+293.6% | $4,740+259.0% |
| Participant deferral / active EE | $22,068 | $5,978+269.1% | $6,094+262.1% | $6,400+244.8% |
| Admin fee / account holder | $15,972 | $9,252+72.6% | $7,195+122.0% | $11,426+39.8% |