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 | $119,750 | $97,757+22.5% | $83,848+42.8% | $135,375-11.5% |
| Participation rate | 35.3% | 80.0%-44.7pp | 76.1%-40.9pp | 82.6%-47.3pp |
| Annual return | -8.65% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,490 | $4,222-64.7% | $3,631-59.0% | $4,779-68.8% |
| Participant deferral / active EE | $3,073 | $4,682-34.4% | $4,082-24.7% | $5,609-45.2% |
| Admin fee / account holder | $796 | $6,674-88.1% | $5,478-85.5% | $10,827-92.6% |