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 | $175,878 | $180,449-2.5% | $154,107+14.1% | $135,375+29.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.32% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $13,980 | $6,035+131.6% | $5,298+163.9% | $4,779+192.5% |
| Participant deferral / active EE | $8,217 | $5,806+41.5% | $5,081+61.7% | $5,609+46.5% |
| Admin fee / account holder | $8,347 | $16,143-48.3% | $13,411-37.8% | $10,827-22.9% |