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 | $188,383 | $97,757+92.7% | $83,848+124.7% | $135,375+39.2% |
| Participation rate | 61.9% | 80.0%-18.0pp | 76.1%-14.2pp | 82.6%-20.7pp |
| Annual return | -6.59% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $893 | $4,222-78.9% | $3,631-75.4% | $4,779-81.3% |
| Participant deferral / active EE | $5,931 | $4,682+26.7% | $4,082+45.3% | $5,609+5.7% |
| Admin fee / account holder | $1,576 | $6,674-76.4% | $5,478-71.2% | $10,827-85.4% |