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 6-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 | $103,697 | $92,703+11.9% | $82,719+25.4% | $134,475-22.9% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -16.40% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,127 | $3,274-4.5% | $3,009+3.9% | $4,740-34.0% |
| Participant deferral / active EE | $2,929 | $4,802-39.0% | $4,395-33.4% | $6,400-54.2% |
| Admin fee / account holder | $401 | $5,983-93.3% | $5,329-92.5% | $11,426-96.5% |