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 | $222,072 | $167,307+32.7% | $143,757+54.5% | $134,475+65.1% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -17.38% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $11,697 | $5,619+108.2% | $4,951+136.2% | $4,740+146.8% |
| Participant deferral / active EE | $5,925 | $6,446-8.1% | $5,637+5.1% | $6,400-7.4% |
| Admin fee / account holder | $2,032 | $18,088-88.8% | $14,673-86.2% | $11,426-82.2% |