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 | $151,967 | $90,600+67.7% | $79,464+91.2% | $135,375+12.3% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -6.07% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,644 | $3,068-46.4% | $2,800-41.3% | $4,779-65.6% |
| Participant deferral / active EE | $6,520 | $4,050+61.0% | $3,704+76.0% | $5,609+16.2% |
| Admin fee / account holder | $5,701 | $5,907-3.5% | $5,113+11.5% | $10,827-47.3% |