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 6-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 | $191,432 | $138,044+38.7% | $125,339+52.7% | $134,475+42.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -8.22% | 750.33%-758.5pp | 572.05%-580.3pp | 417.96%-426.2pp |
| Employer contribution / active EE | $2,308 | $5,243-56.0% | $4,814-52.1% | $4,740-51.3% |
| Participant deferral / active EE | $9,396 | $7,799+20.5% | $7,446+26.2% | $6,400+46.8% |
| Admin fee / account holder | $13,772 | $11,571+19.0% | $10,010+37.6% | $11,426+20.5% |