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 | $126,542 | $106,543+18.8% | $91,220+38.7% | $134,475-5.9% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -12.67% | 160.60%-173.3pp | 114.01%-126.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,156 | $3,331-65.3% | $2,850-59.4% | $4,740-75.6% |
| Participant deferral / active EE | $10,250 | $4,719+117.2% | $4,234+142.1% | $6,400+60.2% |
| Admin fee / account holder | $1,450 | $6,231-76.7% | $5,420-73.3% | $11,426-87.3% |