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 | $134,304 | $106,543+26.1% | $91,220+47.2% | $134,475-0.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -15.44% | 160.60%-176.0pp | 114.01%-129.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,036 | $3,331-38.9% | $2,850-28.6% | $4,740-57.0% |
| Participant deferral / active EE | $5,837 | $4,719+23.7% | $4,234+37.9% | $6,400-8.8% |
| Admin fee / account holder | $629 | $6,231-89.9% | $5,420-88.4% | $11,426-94.5% |