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 | $71,054 | $106,543-33.3% | $91,220-22.1% | $134,475-47.2% |
| Participation rate | 45.0% | 76.8%-31.8pp | 73.2%-28.2pp | 81.2%-36.2pp |
| Annual return | -19.30% | 160.60%-179.9pp | 114.01%-133.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,149 | $3,331-65.5% | $2,850-59.7% | $4,740-75.8% |
| Participant deferral / active EE | $3,099 | $4,719-34.3% | $4,234-26.8% | $6,400-51.6% |
| Admin fee / account holder | $734 | $6,231-88.2% | $5,420-86.5% | $11,426-93.6% |