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 | $54,959 | $90,600-39.3% | $79,464-30.8% | $135,375-59.4% |
| Participation rate | 65.0% | 76.0%-11.0pp | 73.3%-8.3pp | 82.6%-17.6pp |
| Annual return | -5.48% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $954 | $3,068-68.9% | $2,800-65.9% | $4,779-80.0% |
| Participant deferral / active EE | $5,853 | $4,050+44.5% | $3,704+58.0% | $5,609+4.3% |
| Admin fee / account holder | $3,874 | $5,907-34.4% | $5,113-24.2% | $10,827-64.2% |