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 7-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 | $121,682 | $92,703+31.3% | $82,719+47.1% | $134,475-9.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.86% | 944.92%-964.8pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,997 | $3,274-39.0% | $3,009-33.6% | $4,740-57.9% |
| Participant deferral / active EE | $4,054 | $4,802-15.6% | $4,395-7.8% | $6,400-36.7% |
| Admin fee / account holder | $2,309 | $5,983-61.4% | $5,329-56.7% | $11,426-79.8% |