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 | $176,033 | $106,543+65.2% | $91,220+93.0% | $134,475+30.9% |
| Participation rate | 63.6% | 76.8%-13.2pp | 73.2%-9.6pp | 81.2%-17.6pp |
| Annual return | -7.97% | 160.60%-168.6pp | 114.01%-122.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,965 | $3,331-41.0% | $2,850-31.1% | $4,740-58.5% |
| Participant deferral / active EE | $8,002 | $4,719+69.6% | $4,234+89.0% | $6,400+25.0% |
| Admin fee / account holder | $1,951 | $6,231-68.7% | $5,420-64.0% | $11,426-82.9% |