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 | $64,744 | $92,703-30.2% | $82,719-21.7% | $134,475-51.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -13.57% | 944.92%-958.5pp | 701.18%-714.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,648 | $3,274-19.1% | $3,009-12.0% | $4,740-44.1% |
| Participant deferral / active EE | $6,675 | $4,802+39.0% | $4,395+51.9% | $6,400+4.3% |
| Admin fee / account holder | $1,233 | $5,983-79.4% | $5,329-76.9% | $11,426-89.2% |