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 | $154,888 | $190,805-18.8% | $159,960-3.2% | $134,475+15.2% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -13.34% | 552.23%-565.6pp | 408.60%-421.9pp | 417.96%-431.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,638 | $6,923-4.1% | $6,182+7.4% | $6,400+3.7% |
| Admin fee / account holder | $6,822 | $10,471-34.8% | $8,698-21.6% | $11,426-40.3% |