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 | $62,077 | $84,695-26.7% | $73,843-15.9% | $125,391-50.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -2.81% | 3123.53%-3126.3pp | 2267.84%-2270.7pp | 282.22%-285.0pp |
| Employer contribution / active EE | $590 | $3,123-81.1% | $2,787-78.8% | $4,866-87.9% |
| Participant deferral / active EE | $6,000 | $3,992+50.3% | $3,583+67.4% | $5,352+12.1% |
| Admin fee / account holder | $373 | $5,691-93.4% | $4,880-92.4% | $9,540-96.1% |