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 5-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 | $69,611 | $190,805-63.5% | $159,960-56.5% | $134,475-48.2% |
| Participation rate | 47.6% | 81.9%-34.3pp | 78.0%-30.3pp | 81.2%-33.6pp |
| Annual return | -19.71% | 552.23%-571.9pp | 408.60%-428.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,656 | $4,995-66.8% | $4,226-60.8% | $4,740-65.1% |
| Participant deferral / active EE | $5,164 | $6,923-25.4% | $6,182-16.5% | $6,400-19.3% |
| Admin fee / account holder | $10,453 | $10,471-0.2% | $8,698+20.2% | $11,426-8.5% |