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 | $141,282 | $97,757+44.5% | $83,848+68.5% | $135,375+4.4% |
| Participation rate | 63.2% | 80.0%-16.8pp | 76.1%-13.0pp | 82.6%-19.5pp |
| Annual return | -7.48% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,354 | $4,222-44.2% | $3,631-35.2% | $4,779-50.7% |
| Participant deferral / active EE | $7,782 | $4,682+66.2% | $4,082+90.7% | $5,609+38.7% |
| Admin fee / account holder | $13,394 | $6,674+100.7% | $5,478+144.5% | $10,827+23.7% |