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 | $106,893 | $95,971+11.4% | $74,550+43.4% | $135,375-21.0% |
| Participation rate | 39.1% | 75.7%-36.5pp | 69.1%-30.0pp | 82.6%-43.5pp |
| Annual return | -8.86% | 56.96%-65.8pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,989 | $3,843+3.8% | $3,108+28.3% | $5,609-28.9% |
| Admin fee / account holder | $22,558 | $6,522+245.9% | $5,060+345.8% | $10,827+108.3% |