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 | $195,310 | $133,958+45.8% | $112,228+74.0% | $134,475+45.2% |
| Participation rate | 10.5% | 78.6%-68.0pp | 75.1%-64.5pp | 81.2%-70.7pp |
| Annual return | -18.55% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,421 | $4,038-15.3% | $3,635-5.9% | $4,740-27.8% |
| Participant deferral / active EE | $2,842 | $5,291-46.3% | $4,728-39.9% | $6,400-55.6% |
| Admin fee / account holder | $2,784 | $7,489-62.8% | $6,410-56.6% | $11,426-75.6% |