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 | $91,575 | $160,055-42.8% | $140,016-34.6% | $135,375-32.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -0.48% | 911.38%-911.9pp | 651.12%-651.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,291 | $6,420-64.3% | $5,606-59.1% | $4,779-52.1% |
| Participant deferral / active EE | $8,728 | $7,642+14.2% | $6,927+26.0% | $5,609+55.6% |
| Admin fee / account holder | $750 | $13,328-94.4% | $10,705-93.0% | $10,827-93.1% |