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 | $68,636 | $152,509-55.0% | $117,472-41.6% | $134,475-49.0% |
| Participation rate | 54.5% | 77.1%-22.5pp | 70.6%-16.0pp | 81.2%-26.7pp |
| Annual return | -15.15% | 52.99%-68.1pp | 29.74%-44.9pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,152 | $5,571-79.3% | $4,176-72.4% | $4,740-75.7% |
| Participant deferral / active EE | $2,213 | $4,818-54.1% | $4,070-45.6% | $6,400-65.4% |
| Admin fee / account holder | $397 | $7,004-94.3% | $5,645-93.0% | $11,426-96.5% |