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 | $50,138 | $138,044-63.7% | $125,339-60.0% | $134,475-62.7% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -17.12% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,136 | $5,243-59.3% | $4,814-55.6% | $4,740-54.9% |
| Participant deferral / active EE | $4,573 | $7,799-41.4% | $7,446-38.6% | $6,400-28.5% |
| Admin fee / account holder | $8,762 | $11,571-24.3% | $10,010-12.5% | $11,426-23.3% |