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 | $124,652 | $180,449-30.9% | $154,107-19.1% | $135,375-7.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -6.73% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,609 | $6,035-73.3% | $5,298-69.6% | $4,779-66.3% |
| Participant deferral / active EE | $4,441 | $5,806-23.5% | $5,081-12.6% | $5,609-20.8% |
| Admin fee / account holder | $9,996 | $16,143-38.1% | $13,411-25.5% | $10,827-7.7% |