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 | $121,640 | $190,805-36.2% | $159,960-24.0% | $134,475-9.5% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -16.76% | 552.23%-569.0pp | 408.60%-425.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,663 | $4,995-66.7% | $4,226-60.6% | $4,740-64.9% |
| Participant deferral / active EE | $6,167 | $6,923-10.9% | $6,182-0.3% | $6,400-3.6% |
| Admin fee / account holder | $19,920 | $10,471+90.2% | $8,698+129.0% | $11,426+74.3% |