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 9-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 | $97,532 | $180,449-46.0% | $154,107-36.7% | $135,375-28.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -7.20% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,583 | $6,035-73.8% | $5,298-70.1% | $4,779-66.9% |
| Participant deferral / active EE | $5,674 | $5,806-2.3% | $5,081+11.7% | $5,609+1.2% |
| Admin fee / account holder | $383 | $16,143-97.6% | $13,411-97.1% | $10,827-96.5% |