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 4-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 | $142,434 | $102,317+39.2% | $146,958-3.1% | $80,856+76.2% |
| Participation rate | 53.7% | 75.8%-22.2pp | 82.2%-28.5pp | 67.6%-14.0pp |
| Annual return | 14.33% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,084 | $6,644-23.5% | $8,070-37.0% | $4,296+18.3% |
| Admin fee / account holder | $36,530 | $7,941+360.0% | $12,998+181.0% | $6,918+428.0% |