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 | $157,113 | $97,757+60.7% | $83,848+87.4% | $135,375+16.1% |
| Participation rate | 54.2% | 80.0%-25.8pp | 76.1%-22.0pp | 82.6%-28.5pp |
| Annual return | -7.26% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,359 | $4,222-67.8% | $3,631-62.6% | $4,779-71.6% |
| Participant deferral / active EE | $4,418 | $4,682-5.6% | $4,082+8.2% | $5,609-21.2% |
| Admin fee / account holder | $5,166 | $6,674-22.6% | $5,478-5.7% | $10,827-52.3% |