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 | $112,275 | $197,825-43.2% | $155,790-27.9% | $125,391-10.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -1.15% | 86.74%-87.9pp | 71.54%-72.7pp | 282.22%-283.4pp |
| Employer contribution / active EE | $797 | $4,847-83.6% | $3,836-79.2% | $4,866-83.6% |
| Participant deferral / active EE | $2,925 | $5,630-48.0% | $4,797-39.0% | $5,352-45.3% |
| Admin fee / account holder | $78,508 | $9,545+722.5% | $7,478+949.9% | $9,540+722.9% |