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 | $61,203 | $190,805-67.9% | $159,960-61.7% | $134,475-54.5% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -9.21% | 552.23%-561.4pp | 408.60%-417.8pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,883 | $4,995-42.3% | $4,226-31.8% | $4,740-39.2% |
| Participant deferral / active EE | $5,308 | $6,923-23.3% | $6,182-14.1% | $6,400-17.1% |
| Admin fee / account holder | $5,161 | $10,471-50.7% | $8,698-40.7% | $11,426-54.8% |