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 | $153,566 | $138,044+11.2% | $125,339+22.5% | $134,475+14.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.09% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,978 | $5,243-43.2% | $4,814-38.1% | $4,740-37.2% |
| Participant deferral / active EE | $7,427 | $7,799-4.8% | $7,446-0.3% | $6,400+16.1% |
| Admin fee / account holder | $1,415 | $11,571-87.8% | $10,010-85.9% | $11,426-87.6% |