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 | $128,310 | $106,543+20.4% | $91,220+40.7% | $134,475-4.6% |
| Participation rate | 38.9% | 76.8%-37.9pp | 73.2%-34.3pp | 81.2%-42.3pp |
| Annual return | -13.31% | 160.60%-173.9pp | 114.01%-127.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,386 | $3,331-58.4% | $2,850-51.4% | $4,740-70.8% |
| Participant deferral / active EE | $2,298 | $4,719-51.3% | $4,234-45.7% | $6,400-64.1% |
| Admin fee / account holder | $27,341 | $6,231+338.8% | $5,420+404.5% | $11,426+139.3% |