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 | $63,964 | $90,600-29.4% | $79,464-19.5% | $135,375-52.8% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -6.81% | 977.43%-984.2pp | 718.14%-725.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,773 | $3,068-42.2% | $2,800-36.7% | $4,779-62.9% |
| Participant deferral / active EE | $6,867 | $4,050+69.5% | $3,704+85.4% | $5,609+22.4% |
| Admin fee / account holder | $4,666 | $5,907-21.0% | $5,113-8.7% | $10,827-56.9% |