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 6-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 | $109,827 | $190,805-42.4% | $159,960-31.3% | $134,475-18.3% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -17.67% | 552.23%-569.9pp | 408.60%-426.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,583 | $4,995-68.3% | $4,226-62.5% | $4,740-66.6% |
| Participant deferral / active EE | $3,869 | $6,923-44.1% | $6,182-37.4% | $6,400-39.5% |
| Admin fee / account holder | $1,122 | $10,471-89.3% | $8,698-87.1% | $11,426-90.2% |