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 | $62,688 | $190,805-67.1% | $159,960-60.8% | $134,475-53.4% |
| Participation rate | 47.6% | 81.9%-34.3pp | 78.0%-30.3pp | 81.2%-33.6pp |
| Annual return | -13.44% | 552.23%-565.7pp | 408.60%-422.0pp | 417.96%-431.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,195 | $6,923-39.4% | $6,182-32.2% | $6,400-34.5% |
| Admin fee / account holder | $26,926 | $10,471+157.1% | $8,698+209.6% | $11,426+135.7% |