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 | $138,704 | $88,594+56.6% | $70,092+97.9% | $134,475+3.1% |
| Participation rate | 56.5% | 74.9%-18.4pp | 70.5%-14.0pp | 81.2%-24.7pp |
| Annual return | -18.99% | 442.67%-461.7pp | 190.73%-209.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $949 | $3,233-70.6% | $2,559-62.9% | $4,740-80.0% |
| Participant deferral / active EE | $2,651 | $4,772-44.4% | $3,849-31.1% | $6,400-58.6% |
| Admin fee / account holder | $2,064 | $10,441-80.2% | $6,267-67.1% | $11,426-81.9% |