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 | $142,249 | $190,805-25.4% | $159,960-11.1% | $134,475+5.8% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -18.09% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,818 | $4,995-63.6% | $4,226-57.0% | $4,740-61.6% |
| Participant deferral / active EE | $6,728 | $6,923-2.8% | $6,182+8.8% | $6,400+5.1% |
| Admin fee / account holder | $1,282 | $10,471-87.8% | $8,698-85.3% | $11,426-88.8% |