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 | $77,181 | $97,757-21.0% | $83,848-8.0% | $135,375-43.0% |
| Participation rate | 68.4% | 80.0%-11.5pp | 76.1%-7.7pp | 82.6%-14.2pp |
| Annual return | -6.62% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,310 | $4,222-21.6% | $3,631-8.8% | $4,779-30.7% |
| Participant deferral / active EE | $8,224 | $4,682+75.6% | $4,082+101.5% | $5,609+46.6% |
| Admin fee / account holder | $20,028 | $6,674+200.1% | $5,478+265.6% | $10,827+85.0% |