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 | $98,890 | $104,106-5.0% | $71,086+39.1% | $135,375-27.0% |
| Participation rate | 57.1% | 65.7%-8.5pp | 54.7%+2.5pp | 82.6%-25.5pp |
| Annual return | -4.37% | 1256.30%-1260.7pp | 650.59%-655.0pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,089 | $1,485-26.7% | $1,088+0.1% | $4,779-77.2% |
| Participant deferral / active EE | $2,776 | $2,527+9.8% | $1,874+48.1% | $5,609-50.5% |
| Admin fee / account holder | $1,089 | $4,142-73.7% | $3,082-64.7% | $10,827-89.9% |