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 | $134,239 | $99,640+34.7% | $86,436+55.3% | $134,475-0.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -13.20% | 6782.58%-6795.8pp | 4394.89%-4408.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,532 | $4,400-65.2% | $3,769-59.3% | $4,740-67.7% |
| Participant deferral / active EE | $3,122 | $7,246-56.9% | $6,952-55.1% | $6,400-51.2% |
| Admin fee / account holder | $41,685 | $8,371+397.9% | $6,731+519.3% | $11,426+264.8% |