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 | $135,114 | $180,449-25.1% | $154,107-12.3% | $135,375-0.2% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -8.65% | 888.09%-896.7pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $8,414 | $6,035+39.4% | $5,298+58.8% | $4,779+76.1% |
| Participant deferral / active EE | $6,520 | $5,806+12.3% | $5,081+28.3% | $5,609+16.2% |
| Admin fee / account holder | $820 | $16,143-94.9% | $13,411-93.9% | $10,827-92.4% |