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 | $50,320 | $190,805-73.6% | $159,960-68.5% | $134,475-62.6% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -11.94% | 552.23%-564.2pp | 408.60%-420.5pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,573 | $4,995-68.5% | $4,226-62.8% | $4,740-66.8% |
| Participant deferral / active EE | $2,921 | $6,923-57.8% | $6,182-52.8% | $6,400-54.4% |
| Admin fee / account holder | $2,793 | $10,471-73.3% | $8,698-67.9% | $11,426-75.6% |