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 | $70,978 | $97,757-27.4% | $83,848-15.3% | $135,375-47.6% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -8.17% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,161 | $4,222-48.8% | $3,631-40.5% | $4,779-54.8% |
| Participant deferral / active EE | $4,353 | $4,682-7.0% | $4,082+6.7% | $5,609-22.4% |
| Admin fee / account holder | $718 | $6,674-89.2% | $5,478-86.9% | $10,827-93.4% |