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 | $52,037 | $135,635-61.6% | $110,238-52.8% | $135,375-61.6% |
| Participation rate | 47.1% | 83.5%-36.4pp | 79.8%-32.8pp | 82.6%-35.6pp |
| Annual return | -8.32% | 513.19%-521.5pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,967 | $4,906-59.9% | $3,826-48.6% | $4,779-58.8% |
| Participant deferral / active EE | $2,048 | $5,506-62.8% | $4,672-56.2% | $5,609-63.5% |
| Admin fee / account holder | $5,709 | $11,457-50.2% | $8,547-33.2% | $10,827-47.3% |