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 | $65,677 | $190,805-65.6% | $159,960-58.9% | $134,475-51.2% |
| Participation rate | 37.5% | 81.9%-44.4pp | 78.0%-40.5pp | 81.2%-43.7pp |
| Annual return | -18.09% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,718 | $6,923+25.9% | $6,182+41.0% | $6,400+36.2% |
| Admin fee / account holder | $277,471 | $10,471+2549.8% | $8,698+3090.1% | $11,426+2328.4% |