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 | $142,101 | $138,044+2.9% | $125,339+13.4% | $134,475+5.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.01% | 750.33%-768.3pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,022 | $5,243-61.4% | $4,814-58.0% | $4,740-57.3% |
| Participant deferral / active EE | $4,982 | $7,799-36.1% | $7,446-33.1% | $6,400-22.2% |
| Admin fee / account holder | $1,632 | $11,571-85.9% | $10,010-83.7% | $11,426-85.7% |