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 | $96,218 | $84,402+14.0% | $61,373+56.8% | $134,475-28.4% |
| Participation rate | 56.3% | 62.2%-6.0pp | 52.6%+3.7pp | 81.2%-25.0pp |
| Annual return | -19.13% | 584.55%-603.7pp | 338.61%-357.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,762 | $1,544+78.8% | $1,159+138.2% | $4,740-41.7% |
| Participant deferral / active EE | $5,524 | $2,819+96.0% | $2,125+160.0% | $6,400-13.7% |
| Admin fee / account holder | $308 | $2,585-88.1% | $2,130-85.6% | $11,426-97.3% |