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 | $241,643 | $82,286+193.7% | $68,791+251.3% | $134,475+79.7% |
| Participation rate | 16.7% | 75.1%-58.4pp | 69.0%-52.4pp | 81.2%-64.6pp |
| Annual return | -17.52% | -2.19%-15.3pp | -6.38%-11.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,083 | $3,301+54.0% | $2,655+91.5% | $4,740+7.3% |
| Participant deferral / active EE | $3,417 | $4,739-27.9% | $3,941-13.3% | $6,400-46.6% |
| Admin fee / account holder | $1,263 | $6,481-80.5% | $4,932-74.4% | $11,426-89.0% |