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 | $85,889 | $190,805-55.0% | $159,960-46.3% | $134,475-36.1% |
| Participation rate | 61.5% | 81.9%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -5.12% | 552.23%-557.4pp | 408.60%-413.7pp | 417.96%-423.1pp |
| Employer contribution / active EE | $1,768 | $4,995-64.6% | $4,226-58.2% | $4,740-62.7% |
| Participant deferral / active EE | $6,449 | $6,923-6.9% | $6,182+4.3% | $6,400+0.8% |
| Admin fee / account holder | $34,739 | $10,471+231.8% | $8,698+299.4% | $11,426+204.0% |