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 | $89,477 | $147,727-39.4% | $115,756-22.7% | $134,475-33.5% |
| Participation rate | 61.5% | 80.4%-18.9pp | 77.1%-15.5pp | 81.2%-19.7pp |
| Annual return | -18.56% | 73.96%-92.5pp | 143.14%-161.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,503 | $4,713-68.1% | $3,793-60.4% | $4,740-68.3% |
| Participant deferral / active EE | $2,957 | $7,563-60.9% | $6,254-52.7% | $6,400-53.8% |
| Admin fee / account holder | $38,985 | $14,571+167.6% | $8,124+379.8% | $11,426+241.2% |