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 | $140,984 | $104,106+35.4% | $71,086+98.3% | $135,375+4.1% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -8.07% | 1256.30%-1264.4pp | 650.59%-658.7pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,093 | $1,485-26.4% | $1,088+0.5% | $4,779-77.1% |
| Participant deferral / active EE | $3,869 | $2,527+53.1% | $1,874+106.4% | $5,609-31.0% |
| Admin fee / account holder | $6,853 | $4,142+65.5% | $3,082+122.3% | $10,827-36.7% |