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 | $167,347 | $152,509+9.7% | $117,472+42.5% | $134,475+24.4% |
| Participation rate | 55.6% | 77.1%-21.5pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | -19.22% | 52.99%-72.2pp | 29.74%-49.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,338 | $5,571-76.0% | $4,176-68.0% | $4,740-71.8% |
| Participant deferral / active EE | $5,042 | $4,818+4.7% | $4,070+23.9% | $6,400-21.2% |
| Admin fee / account holder | $6,017 | $7,004-14.1% | $5,645+6.6% | $11,426-47.3% |