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 | $55,382 | $138,065-59.9% | $123,544-55.2% | $135,375-59.1% |
| Participation rate | 52.4% | 84.7%-32.4pp | 82.3%-29.9pp | 82.6%-30.3pp |
| Annual return | -6.79% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,097 | $5,151-78.7% | $4,628-76.3% | $4,779-77.1% |
| Participant deferral / active EE | $2,686 | $6,799-60.5% | $6,426-58.2% | $5,609-52.1% |
| Admin fee / account holder | $1,819 | $10,916-83.3% | $9,284-80.4% | $10,827-83.2% |