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 | $136,028 | $92,703+46.7% | $82,719+64.4% | $134,475+1.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -19.33% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,022 | $3,274-68.8% | $3,009-66.0% | $4,740-78.4% |
| Participant deferral / active EE | $7,410 | $4,802+54.3% | $4,395+68.6% | $6,400+15.8% |
| Admin fee / account holder | $924 | $5,983-84.6% | $5,329-82.7% | $11,426-91.9% |