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 | $157,340 | $92,703+69.7% | $82,719+90.2% | $134,475+17.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -14.56% | 944.92%-959.5pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $844 | $3,274-74.2% | $3,009-72.0% | $4,740-82.2% |
| Participant deferral / active EE | $3,240 | $4,802-32.5% | $4,395-26.3% | $6,400-49.4% |
| Admin fee / account holder | $1,314 | $5,983-78.0% | $5,329-75.4% | $11,426-88.5% |