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 | $235,819 | $133,958+76.0% | $112,228+110.1% | $134,475+75.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -7.33% | 47.11%-54.4pp | 27.45%-34.8pp | 417.96%-425.3pp |
| Employer contribution / active EE | $8,333 | $4,038+106.4% | $3,635+129.3% | $4,740+75.8% |
| Participant deferral / active EE | $6,533 | $5,291+23.5% | $4,728+38.2% | $6,400+2.1% |
| Admin fee / account holder | $36,956 | $7,489+393.5% | $6,410+476.5% | $11,426+223.4% |