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 | $87,783 | $97,757-10.2% | $83,848+4.7% | $135,375-35.2% |
| Participation rate | 53.8% | 80.0%-26.1pp | 76.1%-22.3pp | 82.6%-28.8pp |
| Annual return | -5.14% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,403 | $4,222-19.4% | $3,631-6.3% | $4,779-28.8% |
| Participant deferral / active EE | $2,049 | $4,682-56.2% | $4,082-49.8% | $5,609-63.5% |
| Admin fee / account holder | $2,757 | $6,674-58.7% | $5,478-49.7% | $10,827-74.5% |