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 9-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 | $62,464 | $90,600-31.1% | $79,464-21.4% | $135,375-53.9% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -5.82% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $895 | $3,068-70.8% | $2,800-68.0% | $4,779-81.3% |
| Participant deferral / active EE | $5,700 | $4,050+40.7% | $3,704+53.9% | $5,609+1.6% |
| Admin fee / account holder | $731 | $5,907-87.6% | $5,113-85.7% | $10,827-93.2% |