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 | $80,928 | $106,543-24.0% | $91,220-11.3% | $134,475-39.8% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -13.27% | 160.60%-173.9pp | 114.01%-127.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,385 | $3,331-58.4% | $2,850-51.4% | $4,740-70.8% |
| Participant deferral / active EE | $6,101 | $4,719+29.3% | $4,234+44.1% | $6,400-4.7% |
| Admin fee / account holder | $423 | $6,231-93.2% | $5,420-92.2% | $11,426-96.3% |