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 | $161,525 | $92,703+74.2% | $82,719+95.3% | $134,475+20.1% |
| Participation rate | 9.1% | 75.2%-66.1pp | 72.6%-63.5pp | 81.2%-72.1pp |
| Annual return | -5.29% | 944.92%-950.2pp | 701.18%-706.5pp | 417.96%-423.3pp |
| Employer contribution / active EE | $1,008 | $3,274-69.2% | $3,009-66.5% | $4,740-78.7% |
| Participant deferral / active EE | $4,597 | $4,802-4.3% | $4,395+4.6% | $6,400-28.2% |
| Admin fee / account holder | $2,718 | $5,983-54.6% | $5,329-49.0% | $11,426-76.2% |