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 | $141,833 | $92,703+53.0% | $82,719+71.5% | $134,475+5.5% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | -16.40% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,148 | $3,274-64.9% | $3,009-61.8% | $4,740-75.8% |
| Participant deferral / active EE | $1,791 | $4,802-62.7% | $4,395-59.2% | $6,400-72.0% |
| Admin fee / account holder | $23,622 | $5,983+294.9% | $5,329+343.3% | $11,426+106.7% |