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 | $178,053 | $106,543+67.1% | $91,220+95.2% | $134,475+32.4% |
| Participation rate | 57.1% | 76.8%-19.7pp | 73.2%-16.1pp | 81.2%-24.1pp |
| Annual return | -18.99% | 160.60%-179.6pp | 114.01%-133.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,260 | $3,331-32.1% | $2,850-20.7% | $4,740-52.3% |
| Participant deferral / active EE | $11,299 | $4,719+139.5% | $4,234+166.9% | $6,400+76.6% |
| Admin fee / account holder | $2,118 | $6,231-66.0% | $5,420-60.9% | $11,426-81.5% |