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 | $90,161 | $138,044-34.7% | $125,339-28.1% | $134,475-33.0% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -17.59% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,917 | $5,243-63.4% | $4,814-60.2% | $4,740-59.5% |
| Participant deferral / active EE | $5,688 | $7,799-27.1% | $7,446-23.6% | $6,400-11.1% |
| Admin fee / account holder | $1,455 | $11,571-87.4% | $10,010-85.5% | $11,426-87.3% |