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 | $187,481 | $77,813+140.9% | $123,544+51.8% | $64,186+192.1% |
| Participation rate | 69.6% | 74.7%-5.1pp | 82.3%-12.7pp | 69.6%0pp |
| Annual return | -5.46% | 12.48%-17.9pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,206 | $3,014-60.0% | $4,628-73.9% | $2,381-49.3% |
| Participant deferral / active EE | $6,542 | $5,240+24.8% | $6,426+1.8% | $3,470+88.5% |
| Admin fee / account holder | $13,038 | $5,519+136.2% | $9,284+40.4% | $4,888+166.7% |