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 | $68,938 | $101,283-31.9% | $75,826-9.1% | $135,375-49.1% |
| Participation rate | 13.0% | 72.7%-59.7pp | 68.2%-55.2pp | 82.6%-69.6pp |
| Annual return | -4.86% | 3384.62%-3389.5pp | 1914.15%-1919.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $170 | $2,382-92.9% | $1,913-91.1% | $4,779-96.4% |
| Participant deferral / active EE | $416 | $3,469-88.0% | $2,862-85.5% | $5,609-92.6% |
| Admin fee / account holder | $13,662 | $6,539+108.9% | $4,726+189.1% | $10,827+26.2% |