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 | $72,960 | $180,449-59.6% | $154,107-52.7% | $135,375-46.1% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -8.49% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,174 | $6,035-64.0% | $5,298-59.0% | $4,779-54.5% |
| Participant deferral / active EE | $7,606 | $5,806+31.0% | $5,081+49.7% | $5,609+35.6% |
| Admin fee / account holder | $1,038 | $16,143-93.6% | $13,411-92.3% | $10,827-90.4% |