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 | $125,136 | $56,199+122.7% | $67,652+85.0% | $59,632+109.8% |
| Participation rate | 57.1% | 71.5%-14.3pp | 75.7%-18.5pp | 68.7%-11.5pp |
| Annual return | -1.66% | 18505.31%-18507.0pp | 6625.04%-6626.7pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $2,003 | $1,614+24.1% | $2,266-11.6% | $2,203-9.1% |
| Participant deferral / active EE | $4,611 | $2,844+62.1% | $3,560+29.5% | $3,192+44.5% |
| Admin fee / account holder | $6,518 | $3,958+64.6% | $4,821+35.2% | $4,297+51.7% |