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 | $228,501 | $135,635+68.5% | $110,238+107.3% | $135,375+68.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -7.67% | 513.19%-520.9pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,902 | $4,906-40.9% | $3,826-24.2% | $4,779-39.3% |
| Participant deferral / active EE | $5,562 | $5,506+1.0% | $4,672+19.1% | $5,609-0.8% |
| Admin fee / account holder | $16,394 | $11,457+43.1% | $8,547+91.8% | $10,827+51.4% |