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 | $133,033 | $138,044-3.6% | $125,339+6.1% | $134,475-1.1% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -15.75% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,297 | $5,243-56.2% | $4,814-52.3% | $4,740-51.5% |
| Participant deferral / active EE | $6,005 | $7,799-23.0% | $7,446-19.4% | $6,400-6.2% |
| Admin fee / account holder | $1,569 | $11,571-86.4% | $10,010-84.3% | $11,426-86.3% |