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 | $196,805 | $135,635+45.1% | $110,238+78.5% | $135,375+45.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -7.01% | 513.19%-520.2pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,890 | $4,906-20.7% | $3,826+1.7% | $4,779-18.6% |
| Participant deferral / active EE | $1,945 | $5,506-64.7% | $4,672-58.4% | $5,609-65.3% |
| Admin fee / account holder | $2,971 | $11,457-74.1% | $8,547-65.2% | $10,827-72.6% |