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 | $97,553 | $190,805-48.9% | $159,960-39.0% | $134,475-27.5% |
| Participation rate | 47.1% | 81.9%-34.9pp | 78.0%-30.9pp | 81.2%-34.2pp |
| Annual return | -19.65% | 552.23%-571.9pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,943 | $6,923-57.5% | $6,182-52.4% | $6,400-54.0% |
| Admin fee / account holder | $674 | $10,471-93.6% | $8,698-92.2% | $11,426-94.1% |