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 | $76,803 | $84,402-9.0% | $61,373+25.1% | $134,475-42.9% |
| Participation rate | 26.3% | 62.2%-35.9pp | 52.6%-26.3pp | 81.2%-54.9pp |
| Annual return | -19.00% | 584.55%-603.5pp | 338.61%-357.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $853 | $1,544-44.7% | $1,159-26.4% | $4,740-82.0% |
| Participant deferral / active EE | $3,939 | $2,819+39.7% | $2,125+85.4% | $6,400-38.5% |
| Admin fee / account holder | $1,192 | $2,585-53.9% | $2,130-44.0% | $11,426-89.6% |