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 | $150,493 | $190,805-21.1% | $159,960-5.9% | $134,475+11.9% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -16.44% | 552.23%-568.7pp | 408.60%-425.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,323 | $4,995-73.5% | $4,226-68.7% | $4,740-72.1% |
| Participant deferral / active EE | $2,056 | $6,923-70.3% | $6,182-66.7% | $6,400-67.9% |
| Admin fee / account holder | $5,993 | $10,471-42.8% | $8,698-31.1% | $11,426-47.5% |