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 | $137,159 | $92,703+48.0% | $82,719+65.8% | $134,475+2.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.70% | 944.92%-960.6pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,547 | $3,274-52.8% | $3,009-48.6% | $4,740-67.4% |
| Participant deferral / active EE | $1,547 | $4,802-67.8% | $4,395-64.8% | $6,400-75.8% |
| Admin fee / account holder | $19,760 | $5,983+230.3% | $5,329+270.8% | $11,426+72.9% |