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 | $192,952 | $106,543+81.1% | $91,220+111.5% | $134,475+43.5% |
| Participation rate | 7.7% | 76.8%-69.1pp | 73.2%-65.5pp | 81.2%-73.5pp |
| Annual return | -14.65% | 160.60%-175.2pp | 114.01%-128.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,594 | $3,331-22.1% | $2,850-9.0% | $4,740-45.3% |
| Participant deferral / active EE | $11,458 | $4,719+142.8% | $4,234+170.6% | $6,400+79.0% |
| Admin fee / account holder | $1,431 | $6,231-77.0% | $5,420-73.6% | $11,426-87.5% |