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 | $179,053 | $138,044+29.7% | $125,339+42.9% | $134,475+33.2% |
| Participation rate | 30.8% | 84.5%-53.7pp | 82.4%-51.6pp | 81.2%-50.5pp |
| Annual return | -16.58% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,485 | $5,243-52.6% | $4,814-48.4% | $4,740-47.6% |
| Participant deferral / active EE | $3,397 | $7,799-56.4% | $7,446-54.4% | $6,400-46.9% |
| Admin fee / account holder | $7,160 | $11,571-38.1% | $10,010-28.5% | $11,426-37.3% |