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 | $75,052 | $138,044-45.6% | $125,339-40.1% | $134,475-44.2% |
| Participation rate | 56.5% | 84.5%-28.0pp | 82.4%-25.8pp | 81.2%-24.7pp |
| Annual return | -18.31% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,742 | $5,243-47.7% | $4,814-43.0% | $4,740-42.2% |
| Participant deferral / active EE | $6,842 | $7,799-12.3% | $7,446-8.1% | $6,400+6.9% |
| Admin fee / account holder | $1,070 | $11,571-90.8% | $10,010-89.3% | $11,426-90.6% |