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 | $66,028 | $190,805-65.4% | $159,960-58.7% | $134,475-50.9% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -18.97% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,325 | $4,995-33.4% | $4,226-21.3% | $4,740-29.8% |
| Participant deferral / active EE | $5,476 | $6,923-20.9% | $6,182-11.4% | $6,400-14.4% |
| Admin fee / account holder | $4,134 | $10,471-60.5% | $8,698-52.5% | $11,426-63.8% |