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 5-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 | $61,370 | $138,044-55.5% | $125,339-51.0% | $134,475-54.4% |
| Participation rate | 31.3% | 84.5%-53.2pp | 82.4%-51.1pp | 81.2%-50.0pp |
| Annual return | -18.20% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,040 | $5,243-80.2% | $4,814-78.4% | $4,740-78.1% |
| Participant deferral / active EE | $3,311 | $7,799-57.5% | $7,446-55.5% | $6,400-48.3% |
| Admin fee / account holder | $28,641 | $11,571+147.5% | $10,010+186.1% | $11,426+150.7% |