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 | $173,144 | $138,065+25.4% | $123,544+40.1% | $135,375+27.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.65% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $11,928 | $5,151+131.6% | $4,628+157.8% | $4,779+149.6% |
| Participant deferral / active EE | $6,628 | $6,799-2.5% | $6,426+3.2% | $5,609+18.2% |
| Admin fee / account holder | $5,073 | $10,916-53.5% | $9,284-45.4% | $10,827-53.1% |