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 | $81,639 | $56,199+45.3% | $67,652+20.7% | $59,632+36.9% |
| Participation rate | 58.6% | 71.5%-12.8pp | 75.7%-17.0pp | 68.7%-10.1pp |
| Annual return | -0.67% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,346 | $2,844-17.5% | $3,560-34.1% | $3,192-26.5% |
| Admin fee / account holder | $4,193 | $3,958+5.9% | $4,821-13.0% | $4,297-2.4% |