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 | $136,408 | $190,805-28.5% | $159,960-14.7% | $134,475+1.4% |
| Participation rate | 55.6% | 81.9%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -16.03% | 552.23%-568.3pp | 408.60%-424.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,674 | $4,995-66.5% | $4,226-60.4% | $4,740-64.7% |
| Participant deferral / active EE | $4,511 | $6,923-34.8% | $6,182-27.0% | $6,400-29.5% |
| Admin fee / account holder | $2,013 | $10,471-80.8% | $8,698-76.9% | $11,426-82.4% |