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 | $78,552 | $84,402-6.9% | $61,373+28.0% | $134,475-41.6% |
| Participation rate | 63.6% | 62.2%+1.4pp | 52.6%+11.1pp | 81.2%-17.6pp |
| Annual return | -12.25% | 584.55%-596.8pp | 338.61%-350.9pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,263 | $1,544-18.2% | $1,159+9.0% | $4,740-73.3% |
| Participant deferral / active EE | $1,665 | $2,819-41.0% | $2,125-21.7% | $6,400-74.0% |
| Admin fee / account holder | $1,167 | $2,585-54.9% | $2,130-45.2% | $11,426-89.8% |