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 | $71,144 | $91,538-22.3% | $129,995-45.3% | $75,163-5.3% |
| Participation rate | 19.4% | 71.4%-52.0pp | 78.5%-59.0pp | 67.2%-47.7pp |
| Annual return | 180.82% | -631.11%+811.9pp | -137.18%+318.0pp | 160.62%+20.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,055 | $4,341-52.7% | $5,820-64.7% | $4,125-50.2% |
| Admin fee / account holder | $1,668 | $6,790-75.4% | $10,614-84.3% | $5,651-70.5% |