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 | $163,379 | $190,805-14.4% | $159,960+2.1% | $134,475+21.5% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -14.86% | 552.23%-567.1pp | 408.60%-423.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,484 | $4,995-50.3% | $4,226-41.2% | $4,740-47.6% |
| Participant deferral / active EE | $2,112 | $6,923-69.5% | $6,182-65.8% | $6,400-67.0% |
| Admin fee / account holder | $6,849 | $10,471-34.6% | $8,698-21.3% | $11,426-40.1% |