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 | $90,360 | $135,635-33.4% | $110,238-18.0% | $135,375-33.3% |
| Participation rate | 45.8% | 83.5%-37.6pp | 79.8%-34.0pp | 82.6%-36.8pp |
| Annual return | -7.91% | 513.19%-521.1pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,276 | $4,906-74.0% | $3,826-66.6% | $4,779-73.3% |
| Participant deferral / active EE | $2,997 | $5,506-45.6% | $4,672-35.9% | $5,609-46.6% |
| Admin fee / account holder | $687 | $11,457-94.0% | $8,547-92.0% | $10,827-93.7% |