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 | $83,168 | $138,044-39.8% | $125,339-33.6% | $134,475-38.2% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -19.66% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,609 | $5,243-69.3% | $4,814-66.6% | $4,740-66.1% |
| Participant deferral / active EE | $7,764 | $7,799-0.5% | $7,446+4.3% | $6,400+21.3% |
| Admin fee / account holder | $13,667 | $11,571+18.1% | $10,010+36.5% | $11,426+19.6% |