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 | $129,522 | $90,600+43.0% | $79,464+63.0% | $135,375-4.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -9.62% | 977.43%-987.1pp | 718.14%-727.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,600 | $3,068-47.8% | $2,800-42.9% | $4,779-66.5% |
| Participant deferral / active EE | $8,167 | $4,050+101.6% | $3,704+120.5% | $5,609+45.6% |
| Admin fee / account holder | $10,461 | $5,907+77.1% | $5,113+104.6% | $10,827-3.4% |