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 | $94,594 | $95,971-1.4% | $74,550+26.9% | $135,375-30.1% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -8.35% | 56.96%-65.3pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $479 | $2,716-82.4% | $1,961-75.6% | $4,779-90.0% |
| Participant deferral / active EE | $1,679 | $3,843-56.3% | $3,108-46.0% | $5,609-70.1% |
| Admin fee / account holder | $6,969 | $6,522+6.9% | $5,060+37.7% | $10,827-35.6% |