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 | $43,729 | $138,044-68.3% | $125,339-65.1% | $134,475-67.5% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -7.84% | 750.33%-758.2pp | 572.05%-579.9pp | 417.96%-425.8pp |
| Employer contribution / active EE | $2,196 | $5,243-58.1% | $4,814-54.4% | $4,740-53.7% |
| Participant deferral / active EE | $5,779 | $7,799-25.9% | $7,446-22.4% | $6,400-9.7% |
| Admin fee / account holder | $78,515 | $11,571+578.5% | $10,010+684.4% | $11,426+587.2% |