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 | $149,490 | $160,055-6.6% | $140,016+6.8% | $135,375+10.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.19% | 911.38%-914.6pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,905 | $6,420-54.8% | $5,606-48.2% | $4,779-39.2% |
| Participant deferral / active EE | $7,530 | $7,642-1.5% | $6,927+8.7% | $5,609+34.3% |
| Admin fee / account holder | $42,657 | $13,328+220.1% | $10,705+298.5% | $10,827+294.0% |