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 | $50,811 | $180,449-71.8% | $154,107-67.0% | $135,375-62.5% |
| Participation rate | 61.1% | 87.4%-26.3pp | 83.0%-21.9pp | 82.6%-21.5pp |
| Annual return | -8.42% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,613 | $6,035-73.3% | $5,298-69.6% | $4,779-66.2% |
| Participant deferral / active EE | $3,788 | $5,806-34.8% | $5,081-25.4% | $5,609-32.5% |
| Admin fee / account holder | $3,934 | $16,143-75.6% | $13,411-70.7% | $10,827-63.7% |