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 | $77,676 | $106,543-27.1% | $91,220-14.8% | $134,475-42.2% |
| Participation rate | 43.8% | 76.8%-33.1pp | 73.2%-29.4pp | 81.2%-37.5pp |
| Annual return | -17.19% | 160.60%-177.8pp | 114.01%-131.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,510 | $4,719-25.6% | $4,234-17.1% | $6,400-45.1% |
| Admin fee / account holder | $1,579 | $6,231-74.7% | $5,420-70.9% | $11,426-86.2% |