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 | $139,176 | $84,402+64.9% | $61,373+126.8% | $134,475+3.5% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -21.10% | 584.55%-605.6pp | 338.61%-359.7pp | 417.96%-439.1pp |
| Employer contribution / active EE | $712 | $1,544-53.9% | $1,159-38.6% | $4,740-85.0% |
| Participant deferral / active EE | $2,333 | $2,819-17.2% | $2,125+9.8% | $6,400-63.5% |
| Admin fee / account holder | $2,668 | $2,585+3.2% | $2,130+25.3% | $11,426-76.6% |