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 | $38,482 | $160,055-76.0% | $140,016-72.5% | $135,375-71.6% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -6.83% | 911.38%-918.2pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,600 | $6,420-75.1% | $5,606-71.5% | $4,779-66.5% |
| Participant deferral / active EE | $6,088 | $7,642-20.3% | $6,927-12.1% | $5,609+8.5% |
| Admin fee / account holder | $5,361 | $13,328-59.8% | $10,705-49.9% | $10,827-50.5% |