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 | $115,713 | $88,594+30.6% | $70,092+65.1% | $134,475-14.0% |
| Participation rate | 61.1% | 74.9%-13.8pp | 70.5%-9.4pp | 81.2%-20.1pp |
| Annual return | -13.41% | 442.67%-456.1pp | 190.73%-204.1pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,648 | $3,233-49.0% | $2,559-35.6% | $4,740-65.2% |
| Participant deferral / active EE | $2,379 | $4,772-50.1% | $3,849-38.2% | $6,400-62.8% |
| Admin fee / account holder | $11,337 | $10,441+8.6% | $6,267+80.9% | $11,426-0.8% |