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 | $59,659 | $90,600-34.2% | $79,464-24.9% | $135,375-55.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -5.07% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,597 | $3,068+17.2% | $2,800+28.4% | $4,779-24.7% |
| Participant deferral / active EE | $4,966 | $4,050+22.6% | $3,704+34.1% | $5,609-11.5% |
| Admin fee / account holder | $2,805 | $5,907-52.5% | $5,113-45.1% | $10,827-74.1% |