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 | $52,696 | $97,757-46.1% | $83,848-37.2% | $135,375-61.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -9.53% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,001 | $4,222-28.9% | $3,631-17.3% | $4,779-37.2% |
| Participant deferral / active EE | $4,592 | $4,682-1.9% | $4,082+12.5% | $5,609-18.1% |
| Admin fee / account holder | $1,644 | $6,674-75.4% | $5,478-70.0% | $10,827-84.8% |