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 | $50,385 | $180,449-72.1% | $154,107-67.3% | $135,375-62.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -7.21% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,609 | $6,035-73.3% | $5,298-69.6% | $4,779-66.3% |
| Participant deferral / active EE | $5,391 | $5,806-7.2% | $5,081+6.1% | $5,609-3.9% |
| Admin fee / account holder | $1,726 | $16,143-89.3% | $13,411-87.1% | $10,827-84.1% |