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 | $63,905 | $135,635-52.9% | $110,238-42.0% | $135,375-52.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -4.69% | 513.19%-517.9pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,786 | $4,906-63.6% | $3,826-53.3% | $4,779-62.6% |
| Participant deferral / active EE | $3,913 | $5,506-28.9% | $4,672-16.2% | $5,609-30.2% |
| Admin fee / account holder | $5,698 | $11,457-50.3% | $8,547-33.3% | $10,827-47.4% |