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 | $98,575 | $84,402+16.8% | $61,373+60.6% | $134,475-26.7% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -20.64% | 584.55%-605.2pp | 338.61%-359.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $970 | $1,544-37.2% | $1,159-16.4% | $4,740-79.5% |
| Participant deferral / active EE | $4,643 | $2,819+64.7% | $2,125+118.5% | $6,400-27.4% |
| Admin fee / account holder | $1,310 | $2,585-49.3% | $2,130-38.5% | $11,426-88.5% |