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 | $122,612 | $97,757+25.4% | $83,848+46.2% | $135,375-9.4% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -2.78% | 1287.37%-1290.1pp | 850.88%-853.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $918 | $4,222-78.3% | $3,631-74.7% | $4,779-80.8% |
| Participant deferral / active EE | $3,890 | $4,682-16.9% | $4,082-4.7% | $5,609-30.6% |
| Admin fee / account holder | $1,013 | $6,674-84.8% | $5,478-81.5% | $10,827-90.6% |