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 | $117,728 | $99,640+18.2% | $86,436+36.2% | $134,475-12.5% |
| Participation rate | 63.6% | 82.0%-18.4pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -18.01% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,854 | $4,400-57.9% | $3,769-50.8% | $4,740-60.9% |
| Participant deferral / active EE | $6,529 | $7,246-9.9% | $6,952-6.1% | $6,400+2.0% |
| Admin fee / account holder | $1,728 | $8,371-79.4% | $6,731-74.3% | $11,426-84.9% |