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 | $154,621 | $82,630+87.1% | $64,105+141.2% | $125,391+23.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -2.73% | 1489.72%-1492.4pp | 791.24%-794.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,702 | $2,671-36.3% | $1,820-6.5% | $4,866-65.0% |
| Participant deferral / active EE | $5,137 | $3,608+42.3% | $2,822+82.0% | $5,352-4.0% |
| Admin fee / account holder | $7,462 | $6,382+16.9% | $4,499+65.8% | $9,540-21.8% |