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 | $92,572 | $99,640-7.1% | $86,436+7.1% | $134,475-31.2% |
| Participation rate | 63.2% | 82.0%-18.9pp | 80.3%-17.2pp | 81.2%-18.1pp |
| Annual return | -15.65% | 6782.58%-6798.2pp | 4394.89%-4410.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $940 | $4,400-78.6% | $3,769-75.1% | $4,740-80.2% |
| Participant deferral / active EE | $2,553 | $7,246-64.8% | $6,952-63.3% | $6,400-60.1% |
| Admin fee / account holder | $6,851 | $8,371-18.2% | $6,731+1.8% | $11,426-40.0% |