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 | $67,002 | $190,805-64.9% | $159,960-58.1% | $134,475-50.2% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -10.68% | 552.23%-562.9pp | 408.60%-419.3pp | 417.96%-428.6pp |
| Employer contribution / active EE | $781 | $4,995-84.4% | $4,226-81.5% | $4,740-83.5% |
| Participant deferral / active EE | $3,540 | $6,923-48.9% | $6,182-42.7% | $6,400-44.7% |
| Admin fee / account holder | $10,278 | $10,471-1.8% | $8,698+18.2% | $11,426-10.0% |