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 8-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 | $249,871 | $138,065+81.0% | $123,544+102.3% | $135,375+84.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -4.02% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,155 | $5,151-58.2% | $4,628-53.4% | $4,779-54.9% |
| Participant deferral / active EE | $3,310 | $6,799-51.3% | $6,426-48.5% | $5,609-41.0% |
| Admin fee / account holder | $13,592 | $10,916+24.5% | $9,284+46.4% | $10,827+25.5% |