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 | $80,065 | $180,449-55.6% | $154,107-48.0% | $135,375-40.9% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -4.41% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,393 | $6,035-60.4% | $5,298-54.8% | $4,779-49.9% |
| Participant deferral / active EE | $3,941 | $5,806-32.1% | $5,081-22.4% | $5,609-29.7% |
| Admin fee / account holder | $5,797 | $16,143-64.1% | $13,411-56.8% | $10,827-46.5% |