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 | $111,717 | $180,449-38.1% | $154,107-27.5% | $135,375-17.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -6.15% | 888.09%-894.2pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,763 | $6,035-70.8% | $5,298-66.7% | $4,779-63.1% |
| Participant deferral / active EE | $4,719 | $5,806-18.7% | $5,081-7.1% | $5,609-15.9% |
| Admin fee / account holder | $6,761 | $16,143-58.1% | $13,411-49.6% | $10,827-37.6% |