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 | $65,172 | $138,044-52.8% | $125,339-48.0% | $134,475-51.5% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -19.06% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,267 | $5,243-75.8% | $4,814-73.7% | $4,740-73.3% |
| Participant deferral / active EE | $2,703 | $7,799-65.3% | $7,446-63.7% | $6,400-57.8% |
| Admin fee / account holder | $1,744 | $11,571-84.9% | $10,010-82.6% | $11,426-84.7% |