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 | $72,000 | $90,600-20.5% | $79,464-9.4% | $135,375-46.8% |
| Participation rate | 52.9% | 76.0%-23.1pp | 73.3%-20.4pp | 82.6%-29.7pp |
| Annual return | -8.16% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,230 | $3,068-59.9% | $2,800-56.1% | $4,779-74.3% |
| Participant deferral / active EE | $1,898 | $4,050-53.1% | $3,704-48.8% | $5,609-66.2% |
| Admin fee / account holder | $1,335 | $5,907-77.4% | $5,113-73.9% | $10,827-87.7% |