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 | $70,618 | $138,044-48.8% | $125,339-43.7% | $134,475-47.5% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -15.51% | 750.33%-765.8pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,135 | $5,243-78.4% | $4,814-76.4% | $4,740-76.0% |
| Participant deferral / active EE | $2,829 | $7,799-63.7% | $7,446-62.0% | $6,400-55.8% |
| Admin fee / account holder | $867 | $11,571-92.5% | $10,010-91.3% | $11,426-92.4% |