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 | $97,941 | $92,703+5.7% | $82,719+18.4% | $134,475-27.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.98% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,509 | $3,274-23.4% | $3,009-16.6% | $4,740-47.1% |
| Participant deferral / active EE | $4,169 | $4,802-13.2% | $4,395-5.1% | $6,400-34.9% |
| Admin fee / account holder | $963 | $5,983-83.9% | $5,329-81.9% | $11,426-91.6% |