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 | $86,459 | $67,331+28.4% | $60,874+42.0% | $134,475-35.7% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.1%-12.0pp | 81.2%-20.1pp |
| Annual return | -15.63% | 49.93%-65.6pp | 16.90%-32.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,338 | $3,096-56.8% | $2,701-50.5% | $4,740-71.8% |
| Participant deferral / active EE | $5,075 | $4,538+11.8% | $3,817+33.0% | $6,400-20.7% |
| Admin fee / account holder | $1,091 | $4,582-76.2% | $3,224-66.2% | $11,426-90.5% |