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 | $181,157 | $180,449+0.4% | $154,107+17.6% | $135,375+33.8% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -6.29% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,574 | $6,035-73.9% | $5,298-70.3% | $4,779-67.1% |
| Participant deferral / active EE | $4,788 | $5,806-17.5% | $5,081-5.8% | $5,609-14.6% |
| Admin fee / account holder | $528 | $16,143-96.7% | $13,411-96.1% | $10,827-95.1% |