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 | $199,995 | $69,010+189.8% | $159,960+25.0% | $68,494+192.0% |
| Participation rate | 63.6% | 65.4%-1.8pp | 78.0%-14.3pp | 67.9%-4.3pp |
| Annual return | -1.91% | -9.65%+7.7pp | 408.60%-410.5pp | -7.84%+5.9pp |
| Employer contribution / active EE | $3,644 | $2,213+64.6% | $4,226-13.8% | $2,596+40.3% |
| Participant deferral / active EE | $7,621 | $4,212+80.9% | $6,182+23.3% | $4,027+89.2% |
| Admin fee / account holder | $4,760 | $4,798-0.8% | $8,698-45.3% | $5,403-11.9% |