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 | $164,437 | $138,065+19.1% | $123,544+33.1% | $135,375+21.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -8.37% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,596 | $5,151-69.0% | $4,628-65.5% | $4,779-66.6% |
| Participant deferral / active EE | $3,704 | $6,799-45.5% | $6,426-42.4% | $5,609-34.0% |
| Admin fee / account holder | $6,656 | $10,916-39.0% | $9,284-28.3% | $10,827-38.5% |