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 | $127,391 | $138,065-7.7% | $123,544+3.1% | $135,375-5.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -2.51% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,271 | $5,151-75.3% | $4,628-72.5% | $4,779-73.4% |
| Participant deferral / active EE | $10,120 | $6,799+48.8% | $6,426+57.5% | $5,609+80.4% |
| Admin fee / account holder | $538 | $10,916-95.1% | $9,284-94.2% | $10,827-95.0% |