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 | $100,313 | $190,805-47.4% | $159,960-37.3% | $134,475-25.4% |
| Participation rate | 63.2% | 81.9%-18.8pp | 78.0%-14.8pp | 81.2%-18.1pp |
| Annual return | -19.95% | 552.23%-572.2pp | 408.60%-428.6pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,542 | $4,995-29.1% | $4,226-16.2% | $4,740-25.3% |
| Participant deferral / active EE | $9,162 | $6,923+32.3% | $6,182+48.2% | $6,400+43.2% |
| Admin fee / account holder | $627 | $10,471-94.0% | $8,698-92.8% | $11,426-94.5% |