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 | $91,768 | $106,543-13.9% | $91,220+0.6% | $134,475-31.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -10.21% | 160.60%-170.8pp | 114.01%-124.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,667 | $3,331-50.0% | $2,850-41.5% | $4,740-64.8% |
| Participant deferral / active EE | $2,084 | $4,719-55.8% | $4,234-50.8% | $6,400-67.4% |
| Admin fee / account holder | $47,915 | $6,231+669.0% | $5,420+784.1% | $11,426+319.4% |