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 | $81,435 | $138,044-41.0% | $125,339-35.0% | $134,475-39.4% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -4.23% | 750.33%-754.6pp | 572.05%-576.3pp | 417.96%-422.2pp |
| Employer contribution / active EE | $1,067 | $5,243-79.7% | $4,814-77.8% | $4,740-77.5% |
| Participant deferral / active EE | $3,505 | $7,799-55.1% | $7,446-52.9% | $6,400-45.2% |
| Admin fee / account holder | $779 | $11,571-93.3% | $10,010-92.2% | $11,426-93.2% |