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 | $176,816 | $160,055+10.5% | $140,016+26.3% | $135,375+30.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -0.24% | 911.38%-911.6pp | 651.12%-651.4pp | 519.73%-520.0pp |
| Employer contribution / active EE | $3,146 | $6,420-51.0% | $5,606-43.9% | $4,779-34.2% |
| Participant deferral / active EE | $6,013 | $7,642-21.3% | $6,927-13.2% | $5,609+7.2% |
| Admin fee / account holder | $29,164 | $13,328+118.8% | $10,705+172.4% | $10,827+169.4% |