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 | $109,285 | $180,449-39.4% | $154,107-29.1% | $135,375-19.3% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -6.70% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,900 | $6,035-51.9% | $5,298-45.3% | $4,779-39.3% |
| Participant deferral / active EE | $6,341 | $5,806+9.2% | $5,081+24.8% | $5,609+13.1% |
| Admin fee / account holder | $1,070 | $16,143-93.4% | $13,411-92.0% | $10,827-90.1% |