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 | $81,961 | $88,594-7.5% | $70,092+16.9% | $134,475-39.1% |
| Participation rate | 40.0% | 74.9%-34.9pp | 70.5%-30.5pp | 81.2%-41.2pp |
| Annual return | -20.72% | 442.67%-463.4pp | 190.73%-211.5pp | 417.96%-438.7pp |
| Employer contribution / active EE | $612 | $3,233-81.1% | $2,559-76.1% | $4,740-87.1% |
| Participant deferral / active EE | $7,850 | $4,772+64.5% | $3,849+104.0% | $6,400+22.7% |
| Admin fee / account holder | $816 | $10,441-92.2% | $6,267-87.0% | $11,426-92.9% |