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 | $64,191 | $97,757-34.3% | $83,848-23.4% | $135,375-52.6% |
| Participation rate | 68.2% | 80.0%-11.8pp | 76.1%-8.0pp | 82.6%-14.5pp |
| Annual return | -5.75% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,623 | $4,222-61.6% | $3,631-55.3% | $4,779-66.0% |
| Participant deferral / active EE | $3,185 | $4,682-32.0% | $4,082-22.0% | $5,609-43.2% |
| Admin fee / account holder | $1,450 | $6,674-78.3% | $5,478-73.5% | $10,827-86.6% |