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 | $177,914 | $76,000+134.1% | $154,107+15.4% | $64,186+177.2% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -5.03% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,325 | $3,351+58.9% | $5,298+0.5% | $2,381+123.7% |
| Participant deferral / active EE | $3,530 | $3,175+11.2% | $5,081-30.5% | $3,470+1.7% |
| Admin fee / account holder | $63,298 | $5,596+1031.1% | $13,411+372.0% | $4,888+1195.0% |