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 9-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 | $148,320 | $138,044+7.4% | $125,339+18.3% | $134,475+10.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.22% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,680 | $5,243-48.9% | $4,814-44.3% | $4,740-43.5% |
| Participant deferral / active EE | $14,655 | $7,799+87.9% | $7,446+96.8% | $6,400+129.0% |
| Admin fee / account holder | $1,229 | $11,571-89.4% | $10,010-87.7% | $11,426-89.2% |