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 | $85,704 | $84,695+1.2% | $73,843+16.1% | $125,391-31.7% |
| Participation rate | 23.1% | 76.8%-53.7pp | 73.4%-50.4pp | 83.2%-60.1pp |
| Annual return | -2.81% | 3123.53%-3126.3pp | 2267.84%-2270.6pp | 282.22%-285.0pp |
| Employer contribution / active EE | $561 | $3,123-82.0% | $2,787-79.9% | $4,866-88.5% |
| Participant deferral / active EE | $2,288 | $3,992-42.7% | $3,583-36.1% | $5,352-57.2% |
| Admin fee / account holder | $2,076 | $5,691-63.5% | $4,880-57.5% | $9,540-78.2% |