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 | $124,598 | $138,044-9.7% | $125,339-0.6% | $134,475-7.3% |
| Participation rate | 42.1% | 84.5%-42.4pp | 82.4%-40.3pp | 81.2%-39.1pp |
| Annual return | -17.14% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $6,183 | $5,243+17.9% | $4,814+28.4% | $4,740+30.5% |
| Participant deferral / active EE | $6,822 | $7,799-12.5% | $7,446-8.4% | $6,400+6.6% |
| Admin fee / account holder | $1,464 | $11,571-87.3% | $10,010-85.4% | $11,426-87.2% |