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 | $59,467 | $180,449-67.0% | $154,107-61.4% | $135,375-56.1% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -5.08% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,478 | $6,035-75.5% | $5,298-72.1% | $4,779-69.1% |
| Participant deferral / active EE | $3,963 | $5,806-31.7% | $5,081-22.0% | $5,609-29.3% |
| Admin fee / account holder | $37,234 | $16,143+130.7% | $13,411+177.6% | $10,827+243.9% |