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 | $177,083 | $97,757+81.1% | $83,848+111.2% | $135,375+30.8% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -4.88% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $7,477 | $4,222+77.1% | $3,631+105.9% | $4,779+56.5% |
| Participant deferral / active EE | $3,629 | $4,682-22.5% | $4,082-11.1% | $5,609-35.3% |
| Admin fee / account holder | $4,016 | $6,674-39.8% | $5,478-26.7% | $10,827-62.9% |