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 | $77,280 | $135,635-43.0% | $110,238-29.9% | $135,375-42.9% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.8%-18.3pp | 82.6%-21.1pp |
| Annual return | -1.63% | 513.19%-514.8pp | 314.74%-316.4pp | 519.73%-521.4pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,854 | $5,506-48.2% | $4,672-38.9% | $5,609-49.1% |
| Admin fee / account holder | $738 | $11,457-93.6% | $8,547-91.4% | $10,827-93.2% |