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 | $147,514 | $84,402+74.8% | $61,373+140.4% | $134,475+9.7% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -19.86% | 584.55%-604.4pp | 338.61%-358.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,109 | $1,544-28.2% | $1,159-4.3% | $4,740-76.6% |
| Participant deferral / active EE | $4,331 | $2,819+53.6% | $2,125+103.8% | $6,400-32.3% |
| Admin fee / account holder | $312 | $2,585-87.9% | $2,130-85.3% | $11,426-97.3% |