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 | $224,267 | $142,344+57.6% | $119,609+87.5% | $134,475+66.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -20.00% | -12.44%-7.6pp | -14.97%-5.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,350 | $5,222-16.7% | $4,232+2.8% | $4,740-8.2% |
| Participant deferral / active EE | $13,000 | $6,469+100.9% | $5,602+132.1% | $6,400+103.1% |
| Admin fee / account holder | $1,576 | $13,584-88.4% | $10,323-84.7% | $11,426-86.2% |