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 | $78,322 | $90,600-13.6% | $79,464-1.4% | $135,375-42.1% |
| Participation rate | 38.5% | 76.0%-37.6pp | 73.3%-34.9pp | 82.6%-44.2pp |
| Annual return | -4.94% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,026 | $3,068-66.5% | $2,800-63.3% | $4,779-78.5% |
| Participant deferral / active EE | $4,213 | $4,050+4.0% | $3,704+13.7% | $5,609-24.9% |
| Admin fee / account holder | $23,170 | $5,907+292.3% | $5,113+353.2% | $10,827+114.0% |