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 | $140,619 | $82,664+70.1% | $125,339+12.2% | $68,494+105.3% |
| Participation rate | 69.1% | 75.0%-6.0pp | 82.4%-13.3pp | 67.9%+1.2pp |
| Annual return | -19.19% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,898 | $6,110+62.0% | $7,446+32.9% | $4,027+145.8% |
| Admin fee / account holder | $6,245 | $6,275-0.5% | $10,010-37.6% | $5,403+15.6% |