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 | $129,104 | $92,703+39.3% | $82,719+56.1% | $134,475-4.0% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -13.64% | 944.92%-958.6pp | 701.18%-714.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,692 | $3,274-48.3% | $3,009-43.8% | $4,740-64.3% |
| Participant deferral / active EE | $3,013 | $4,802-37.3% | $4,395-31.4% | $6,400-52.9% |
| Admin fee / account holder | $944 | $5,983-84.2% | $5,329-82.3% | $11,426-91.7% |