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 8-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 | $189,760 | $105,860+79.3% | $90,749+109.1% | $134,475+41.1% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.7%-34.0pp | 81.2%-39.6pp |
| Annual return | -15.43% | -11.01%-4.4pp | -12.16%-3.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,637 | $5,216+46.4% | $4,564+67.3% | $6,400+19.3% |
| Admin fee / account holder | $682 | $13,938-95.1% | $8,445-91.9% | $11,426-94.0% |