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 | $155,565 | $76,000+104.7% | $154,107+0.9% | $64,186+142.4% |
| Participation rate | 57.5% | 70.4%-12.9pp | 83.0%-25.5pp | 69.6%-12.1pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,656 | $3,351+38.9% | $5,298-12.1% | $2,381+95.5% |
| Participant deferral / active EE | $4,188 | $3,175+31.9% | $5,081-17.6% | $3,470+20.7% |
| Admin fee / account holder | $909 | $5,596-83.8% | $13,411-93.2% | $4,888-81.4% |