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 | $140,690 | $95,862+46.8% | $79,550+76.9% | $134,475+4.6% |
| Participation rate | 58.8% | 75.0%-16.2pp | 69.5%-10.7pp | 81.2%-22.4pp |
| Annual return | -19.37% | -2.69%-16.7pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,680 | $4,693-42.9% | $3,985-32.8% | $6,400-58.1% |
| Admin fee / account holder | $9,339 | $9,126+2.3% | $6,832+36.7% | $11,426-18.3% |