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 | $85,761 | $95,971-10.6% | $74,550+15.0% | $135,375-36.6% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -7.53% | 56.96%-64.5pp | 32.53%-40.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,150 | $2,716-20.9% | $1,961+9.6% | $4,779-55.0% |
| Participant deferral / active EE | $4,954 | $3,843+28.9% | $3,108+59.4% | $5,609-11.7% |
| Admin fee / account holder | $588 | $6,522-91.0% | $5,060-88.4% | $10,827-94.6% |