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 | $70,187 | $84,695-17.1% | $73,843-5.0% | $125,391-44.0% |
| Participation rate | 61.1% | 76.8%-15.6pp | 73.4%-12.3pp | 83.2%-22.1pp |
| Annual return | -3.37% | 3123.53%-3126.9pp | 2267.84%-2271.2pp | 282.22%-285.6pp |
| Employer contribution / active EE | $206 | $3,123-93.4% | $2,787-92.6% | $4,866-95.8% |
| Participant deferral / active EE | $2,950 | $3,992-26.1% | $3,583-17.7% | $5,352-44.9% |
| Admin fee / account holder | $1,563 | $5,691-72.5% | $4,880-68.0% | $9,540-83.6% |