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 | $67,275 | $138,044-51.3% | $125,339-46.3% | $134,475-50.0% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -10.05% | 750.33%-760.4pp | 572.05%-582.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $2,701 | $5,243-48.5% | $4,814-43.9% | $4,740-43.0% |
| Participant deferral / active EE | $3,659 | $7,799-53.1% | $7,446-50.9% | $6,400-42.8% |
| Admin fee / account holder | $43,234 | $11,571+273.6% | $10,010+331.9% | $11,426+278.4% |