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 | $146,473 | $90,600+61.7% | $79,464+84.3% | $135,375+8.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -8.03% | 977.43%-985.5pp | 718.14%-726.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,113 | $3,068-63.7% | $2,800-60.2% | $4,779-76.7% |
| Participant deferral / active EE | $6,382 | $4,050+57.6% | $3,704+72.3% | $5,609+13.8% |
| Admin fee / account holder | $386 | $5,907-93.5% | $5,113-92.5% | $10,827-96.4% |