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 | $93,314 | $106,543-12.4% | $91,220+2.3% | $134,475-30.6% |
| Participation rate | 39.1% | 76.8%-37.7pp | 73.2%-34.1pp | 81.2%-42.1pp |
| Annual return | -18.69% | 160.60%-179.3pp | 114.01%-132.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $582 | $3,331-82.5% | $2,850-79.6% | $4,740-87.7% |
| Participant deferral / active EE | $3,313 | $4,719-29.8% | $4,234-21.7% | $6,400-48.2% |
| Admin fee / account holder | $1,183 | $6,231-81.0% | $5,420-78.2% | $11,426-89.6% |