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 | $60,531 | $92,703-34.7% | $82,719-26.8% | $134,475-55.0% |
| Participation rate | 69.6% | 75.2%-5.6pp | 72.6%-3.0pp | 81.2%-11.7pp |
| Annual return | -17.24% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,627 | $3,274-50.3% | $3,009-45.9% | $4,740-65.7% |
| Participant deferral / active EE | $4,459 | $4,802-7.1% | $4,395+1.5% | $6,400-30.3% |
| Admin fee / account holder | $333 | $5,983-94.4% | $5,329-93.8% | $11,426-97.1% |