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 | $88,640 | $138,044-35.8% | $125,339-29.3% | $134,475-34.1% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -20.24% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,274 | $5,243-56.6% | $4,814-52.8% | $4,740-52.0% |
| Participant deferral / active EE | $2,903 | $7,799-62.8% | $7,446-61.0% | $6,400-54.6% |
| Admin fee / account holder | $656 | $11,571-94.3% | $10,010-93.4% | $11,426-94.3% |