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 | $99,992 | $180,449-44.6% | $154,107-35.1% | $135,375-26.1% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -8.66% | 888.09%-896.7pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,839 | $6,035-69.5% | $5,298-65.3% | $4,779-61.5% |
| Participant deferral / active EE | $4,059 | $5,806-30.1% | $5,081-20.1% | $5,609-27.6% |
| Admin fee / account holder | $484 | $16,143-97.0% | $13,411-96.4% | $10,827-95.5% |