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 | $52,699 | $190,805-72.4% | $159,960-67.1% | $134,475-60.8% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -14.20% | 552.23%-566.4pp | 408.60%-422.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,093 | $4,995-58.1% | $4,226-50.5% | $4,740-55.8% |
| Participant deferral / active EE | $2,617 | $6,923-62.2% | $6,182-57.7% | $6,400-59.1% |
| Admin fee / account holder | $349 | $10,471-96.7% | $8,698-96.0% | $11,426-96.9% |