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 | $72,611 | $180,449-59.8% | $154,107-52.9% | $135,375-46.4% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -5.24% | 888.09%-893.3pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,558 | $6,035-74.2% | $5,298-70.6% | $4,779-67.4% |
| Participant deferral / active EE | $3,554 | $5,806-38.8% | $5,081-30.1% | $5,609-36.6% |
| Admin fee / account holder | $27,446 | $16,143+70.0% | $13,411+104.7% | $10,827+153.5% |