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 | $192,038 | $135,635+41.6% | $110,238+74.2% | $135,375+41.9% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.8%-34.4pp | 82.6%-37.2pp |
| Annual return | -2.69% | 513.19%-515.9pp | 314.74%-317.4pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,904 | $4,906-61.2% | $3,826-50.2% | $4,779-60.2% |
| Participant deferral / active EE | $3,480 | $5,506-36.8% | $4,672-25.5% | $5,609-38.0% |
| Admin fee / account holder | $78,623 | $11,457+586.3% | $8,547+819.9% | $10,827+626.2% |