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 | $158,812 | $92,703+71.3% | $82,719+92.0% | $134,475+18.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -14.68% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $6,784 | $3,274+107.2% | $3,009+125.5% | $4,740+43.1% |
| Participant deferral / active EE | $8,577 | $4,802+78.6% | $4,395+95.2% | $6,400+34.0% |
| Admin fee / account holder | $47,444 | $5,983+693.0% | $5,329+790.3% | $11,426+315.2% |