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 | $113,775 | $92,703+22.7% | $82,719+37.5% | $134,475-15.4% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -19.15% | 944.92%-964.1pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,514 | $3,274-53.7% | $3,009-49.7% | $4,740-68.1% |
| Participant deferral / active EE | $2,660 | $4,802-44.6% | $4,395-39.5% | $6,400-58.4% |
| Admin fee / account holder | $780 | $5,983-87.0% | $5,329-85.4% | $11,426-93.2% |