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 | $67,136 | $92,703-27.6% | $82,719-18.8% | $134,475-50.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -16.38% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $471 | $3,274-85.6% | $3,009-84.3% | $4,740-90.1% |
| Participant deferral / active EE | $1,753 | $4,802-63.5% | $4,395-60.1% | $6,400-72.6% |
| Admin fee / account holder | $9,765 | $5,983+63.2% | $5,329+83.2% | $11,426-14.5% |