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 | $85,319 | $92,703-8.0% | $82,719+3.1% | $134,475-36.6% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -15.79% | 944.92%-960.7pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,113 | $3,274-35.4% | $3,009-29.8% | $4,740-55.4% |
| Participant deferral / active EE | $5,894 | $4,802+22.7% | $4,395+34.1% | $6,400-7.9% |
| Admin fee / account holder | $3,613 | $5,983-39.6% | $5,329-32.2% | $11,426-68.4% |