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 | $122,544 | $138,065-11.2% | $123,544-0.8% | $135,375-9.5% |
| Participation rate | 28.6% | 84.7%-56.2pp | 82.3%-53.7pp | 82.6%-54.1pp |
| Annual return | -8.32% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,138 | $5,151-77.9% | $4,628-75.4% | $4,779-76.2% |
| Participant deferral / active EE | $6,857 | $6,799+0.9% | $6,426+6.7% | $5,609+22.3% |
| Admin fee / account holder | $1,291 | $10,916-88.2% | $9,284-86.1% | $10,827-88.1% |