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 | $54,097 | $190,805-71.6% | $159,960-66.2% | $134,475-59.8% |
| Participation rate | 69.2% | 81.9%-12.7pp | 78.0%-8.7pp | 81.2%-12.0pp |
| Annual return | -11.92% | 552.23%-564.2pp | 408.60%-420.5pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,914 | $4,995-61.7% | $4,226-54.7% | $4,740-59.6% |
| Participant deferral / active EE | $3,942 | $6,923-43.1% | $6,182-36.2% | $6,400-38.4% |
| Admin fee / account holder | $388 | $10,471-96.3% | $8,698-95.5% | $11,426-96.6% |