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 | $163,505 | $138,065+18.4% | $123,544+32.3% | $135,375+20.8% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -8.09% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,260 | $5,151-56.1% | $4,628-51.2% | $4,779-52.7% |
| Participant deferral / active EE | $11,298 | $6,799+66.2% | $6,426+75.8% | $5,609+101.4% |
| Admin fee / account holder | $1,196 | $10,916-89.0% | $9,284-87.1% | $10,827-89.0% |