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 | $173,458 | $135,635+27.9% | $110,238+57.3% | $135,375+28.1% |
| Participation rate | 59.1% | 83.5%-24.4pp | 79.8%-20.7pp | 82.6%-23.5pp |
| Annual return | -4.02% | 513.19%-517.2pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,210 | $4,906-75.3% | $3,826-68.4% | $4,779-74.7% |
| Participant deferral / active EE | $2,641 | $5,506-52.0% | $4,672-43.5% | $5,609-52.9% |
| Admin fee / account holder | $1,373 | $11,457-88.0% | $8,547-83.9% | $10,827-87.3% |