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 | $94,966 | $138,065-31.2% | $123,544-23.1% | $135,375-29.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.22% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,061 | $5,151-79.4% | $4,628-77.1% | $4,779-77.8% |
| Participant deferral / active EE | $4,167 | $6,799-38.7% | $6,426-35.1% | $5,609-25.7% |
| Admin fee / account holder | $7,598 | $10,916-30.4% | $9,284-18.2% | $10,827-29.8% |