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 | $98,221 | $168,632-41.8% | $147,614-33.5% | $125,391-21.7% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -1.74% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,295 | $6,252-63.3% | $5,564-58.8% | $4,866-52.8% |
| Participant deferral / active EE | $5,565 | $5,507+1.1% | $4,895+13.7% | $5,352+4.0% |
| Admin fee / account holder | $436 | $13,580-96.8% | $11,611-96.2% | $9,540-95.4% |