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 | $122,927 | $82,630+48.8% | $64,105+91.8% | $125,391-2.0% |
| Participation rate | 53.8% | 75.9%-22.0pp | 68.2%-14.3pp | 83.2%-29.3pp |
| Annual return | -1.48% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $4,615 | $2,671+72.8% | $1,820+153.6% | $4,866-5.1% |
| Participant deferral / active EE | $3,895 | $3,608+7.9% | $2,822+38.0% | $5,352-27.2% |
| Admin fee / account holder | $6,146 | $6,382-3.7% | $4,499+36.6% | $9,540-35.6% |