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 | $109,381 | $67,331+62.5% | $60,874+79.7% | $134,475-18.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -18.73% | 49.93%-68.7pp | 16.90%-35.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,172 | $3,096-29.8% | $2,701-19.6% | $4,740-54.2% |
| Participant deferral / active EE | $4,628 | $4,538+2.0% | $3,817+21.2% | $6,400-27.7% |
| Admin fee / account holder | $23,950 | $4,582+422.7% | $3,224+642.8% | $11,426+109.6% |