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 | $54,450 | $135,635-59.9% | $110,238-50.6% | $135,375-59.8% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.8%-11.1pp | 82.6%-13.9pp |
| Annual return | -0.52% | 513.19%-513.7pp | 314.74%-315.3pp | 519.73%-520.3pp |
| Employer contribution / active EE | $1,550 | $4,906-68.4% | $3,826-59.5% | $4,779-67.6% |
| Participant deferral / active EE | $1,964 | $5,506-64.3% | $4,672-58.0% | $5,609-65.0% |
| Admin fee / account holder | $52,206 | $11,457+355.7% | $8,547+510.8% | $10,827+382.2% |