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 | $141,439 | $152,509-7.3% | $117,472+20.4% | $134,475+5.2% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -7.63% | 52.99%-60.6pp | 29.74%-37.4pp | 417.96%-425.6pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,000 | $4,818+86.8% | $4,070+121.1% | $6,400+40.6% |
| Admin fee / account holder | $33,384 | $7,004+376.7% | $5,645+491.4% | $11,426+192.2% |