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 | $66,158 | $180,449-63.3% | $154,107-57.1% | $135,375-51.1% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -6.29% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,583 | $6,035-57.2% | $5,298-51.2% | $4,779-45.9% |
| Participant deferral / active EE | $4,079 | $5,806-29.7% | $5,081-19.7% | $5,609-27.3% |
| Admin fee / account holder | $595 | $16,143-96.3% | $13,411-95.6% | $10,827-94.5% |