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 | $47,640 | $138,065-65.5% | $123,544-61.4% | $135,375-64.8% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -0.93% | 153.68%-154.6pp | 119.20%-120.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,738 | $5,151-66.3% | $4,628-62.4% | $4,779-63.6% |
| Participant deferral / active EE | $4,701 | $6,799-30.9% | $6,426-26.8% | $5,609-16.2% |
| Admin fee / account holder | $483 | $10,916-95.6% | $9,284-94.8% | $10,827-95.5% |