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 | $60,181 | $138,065-56.4% | $123,544-51.3% | $135,375-55.5% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -8.07% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,500 | $5,151-70.9% | $4,628-67.6% | $4,779-68.6% |
| Participant deferral / active EE | $3,809 | $6,799-44.0% | $6,426-40.7% | $5,609-32.1% |
| Admin fee / account holder | $4,930 | $10,916-54.8% | $9,284-46.9% | $10,827-54.5% |