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 | $48,388 | $135,635-64.3% | $110,238-56.1% | $135,375-64.3% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -5.88% | 513.19%-519.1pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,004 | $4,906-59.2% | $3,826-47.6% | $4,779-58.1% |
| Participant deferral / active EE | $3,307 | $5,506-39.9% | $4,672-29.2% | $5,609-41.0% |
| Admin fee / account holder | $3,154 | $11,457-72.5% | $8,547-63.1% | $10,827-70.9% |