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 | $118,928 | $138,044-13.8% | $125,339-5.1% | $134,475-11.6% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -12.01% | 750.33%-762.3pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,133 | $5,243-59.3% | $4,814-55.7% | $4,740-55.0% |
| Participant deferral / active EE | $11,609 | $7,799+48.9% | $7,446+55.9% | $6,400+81.4% |
| Admin fee / account holder | $7,775 | $11,571-32.8% | $10,010-22.3% | $11,426-32.0% |