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 | $111,644 | $95,971+16.3% | $74,550+49.8% | $135,375-17.5% |
| Participation rate | 26.3% | 75.7%-49.3pp | 69.1%-42.8pp | 82.6%-56.3pp |
| Annual return | -6.23% | 56.96%-63.2pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $439 | $2,716-83.8% | $1,961-77.6% | $4,779-90.8% |
| Participant deferral / active EE | $815 | $3,843-78.8% | $3,108-73.8% | $5,609-85.5% |
| Admin fee / account holder | $8,399 | $6,522+28.8% | $5,060+66.0% | $10,827-22.4% |