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 | $105,841 | $92,703+14.2% | $82,719+28.0% | $134,475-21.3% |
| Participation rate | 30.8% | 75.2%-44.4pp | 72.6%-41.8pp | 81.2%-50.5pp |
| Annual return | -14.67% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $446 | $3,274-86.4% | $3,009-85.2% | $4,740-90.6% |
| Participant deferral / active EE | $1,124 | $4,802-76.6% | $4,395-74.4% | $6,400-82.4% |
| Admin fee / account holder | $2,183 | $5,983-63.5% | $5,329-59.0% | $11,426-80.9% |