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 | $157,447 | $138,065+14.0% | $123,544+27.4% | $135,375+16.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -1.45% | 153.68%-155.1pp | 119.20%-120.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $3,190 | $5,151-38.1% | $4,628-31.1% | $4,779-33.2% |
| Participant deferral / active EE | $5,897 | $6,799-13.3% | $6,426-8.2% | $5,609+5.1% |
| Admin fee / account holder | $66,922 | $10,916+513.1% | $9,284+620.8% | $10,827+518.1% |