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 | $139,979 | $180,449-22.4% | $154,107-9.2% | $135,375+3.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -3.65% | 888.09%-891.7pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,397 | $6,035-60.3% | $5,298-54.8% | $4,779-49.8% |
| Participant deferral / active EE | $5,951 | $5,806+2.5% | $5,081+17.1% | $5,609+6.1% |
| Admin fee / account holder | $1,019 | $16,143-93.7% | $13,411-92.4% | $10,827-90.6% |