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 9-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 | $172,839 | $92,703+86.4% | $82,719+108.9% | $134,475+28.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -20.26% | 944.92%-965.2pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $11,373 | $3,274+247.4% | $3,009+278.0% | $4,740+140.0% |
| Participant deferral / active EE | $6,750 | $4,802+40.6% | $4,395+53.6% | $6,400+5.5% |
| Admin fee / account holder | $780 | $5,983-87.0% | $5,329-85.4% | $11,426-93.2% |