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 | $71,818 | $138,065-48.0% | $123,544-41.9% | $135,375-46.9% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -1.98% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.7pp |
| Employer contribution / active EE | $3,809 | $5,151-26.1% | $4,628-17.7% | $4,779-20.3% |
| Participant deferral / active EE | $2,267 | $6,799-66.7% | $6,426-64.7% | $5,609-59.6% |
| Admin fee / account holder | $21,065 | $10,916+93.0% | $9,284+126.9% | $10,827+94.6% |