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 | $230,037 | $147,727+55.7% | $115,756+98.7% | $134,475+71.1% |
| Participation rate | 66.7% | 80.4%-13.8pp | 77.1%-10.4pp | 81.2%-14.6pp |
| Annual return | -19.85% | 73.96%-93.8pp | 143.14%-163.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,271 | $4,713-9.4% | $3,793+12.6% | $4,740-9.9% |
| Participant deferral / active EE | $12,283 | $7,563+62.4% | $6,254+96.4% | $6,400+91.9% |
| Admin fee / account holder | $54,116 | $14,571+271.4% | $8,124+566.1% | $11,426+373.6% |