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 | $169,554 | $190,805-11.1% | $159,960+6.0% | $134,475+26.1% |
| Participation rate | 61.5% | 81.9%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -15.09% | 552.23%-567.3pp | 408.60%-423.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,338 | $4,995-73.2% | $4,226-68.3% | $4,740-71.8% |
| Participant deferral / active EE | $5,327 | $6,923-23.1% | $6,182-13.8% | $6,400-16.8% |
| Admin fee / account holder | $7,505 | $10,471-28.3% | $8,698-13.7% | $11,426-34.3% |