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 | $146,102 | $138,044+5.8% | $125,339+16.6% | $134,475+8.6% |
| Participation rate | 47.8% | 84.5%-36.7pp | 82.4%-34.5pp | 81.2%-33.4pp |
| Annual return | -17.88% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,365 | $5,243-54.9% | $4,814-50.9% | $4,740-50.1% |
| Participant deferral / active EE | $4,162 | $7,799-46.6% | $7,446-44.1% | $6,400-35.0% |
| Admin fee / account holder | $28,252 | $11,571+144.2% | $10,010+182.3% | $11,426+147.3% |