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 | $110,307 | $92,703+19.0% | $82,719+33.4% | $134,475-18.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -19.24% | 944.92%-964.2pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,427 | $3,274-56.4% | $3,009-52.6% | $4,740-69.9% |
| Participant deferral / active EE | $1,798 | $4,802-62.6% | $4,395-59.1% | $6,400-71.9% |
| Admin fee / account holder | $2,998 | $5,983-49.9% | $5,329-43.7% | $11,426-73.8% |