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 | $77,803 | $138,065-43.6% | $123,544-37.0% | $135,375-42.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.36% | 153.68%-159.0pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,950 | $5,151-42.7% | $4,628-36.3% | $4,779-38.3% |
| Participant deferral / active EE | $2,950 | $6,799-56.6% | $6,426-54.1% | $5,609-47.4% |
| Admin fee / account holder | $381 | $10,916-96.5% | $9,284-95.9% | $10,827-96.5% |