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 | $111,863 | $90,600+23.5% | $79,464+40.8% | $135,375-17.4% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -8.87% | 977.43%-986.3pp | 718.14%-727.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,533 | $3,068-17.4% | $2,800-9.6% | $4,779-47.0% |
| Participant deferral / active EE | $7,106 | $4,050+75.5% | $3,704+91.9% | $5,609+26.7% |
| Admin fee / account holder | $7,189 | $5,907+21.7% | $5,113+40.6% | $10,827-33.6% |