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 | $168,088 | $138,044+21.8% | $125,339+34.1% | $134,475+25.0% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -19.73% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,494 | $5,243-14.3% | $4,814-6.6% | $4,740-5.2% |
| Participant deferral / active EE | $13,436 | $7,799+72.3% | $7,446+80.4% | $6,400+109.9% |
| Admin fee / account holder | $6,206 | $11,571-46.4% | $10,010-38.0% | $11,426-45.7% |