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 | $48,692 | $180,449-73.0% | $154,107-68.4% | $135,375-64.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -6.52% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,474 | $6,035-75.6% | $5,298-72.2% | $4,779-69.2% |
| Participant deferral / active EE | $4,052 | $5,806-30.2% | $5,081-20.3% | $5,609-27.8% |
| Admin fee / account holder | $9,625 | $16,143-40.4% | $13,411-28.2% | $10,827-11.1% |