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 | $106,890 | $138,044-22.6% | $125,339-14.7% | $134,475-20.5% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -18.31% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,351 | $5,243+2.1% | $4,814+11.2% | $4,740+12.9% |
| Participant deferral / active EE | $7,709 | $7,799-1.1% | $7,446+3.5% | $6,400+20.5% |
| Admin fee / account holder | $4,694 | $11,571-59.4% | $10,010-53.1% | $11,426-58.9% |