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 | $48,822 | $138,044-64.6% | $125,339-61.0% | $134,475-63.7% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.5pp | 81.2%-22.4pp |
| Annual return | -19.68% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,082 | $7,799+67.7% | $7,446+75.7% | $6,400+104.4% |
| Admin fee / account holder | $6,763 | $11,571-41.6% | $10,010-32.4% | $11,426-40.8% |