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 | $176,765 | $59,107+199.1% | $86,436+104.5% | $68,494+158.1% |
| Participation rate | 34.6% | 75.2%-40.6pp | 80.3%-45.7pp | 67.9%-33.3pp |
| Annual return | -17.23% | -0.23%-17.0pp | 4394.89%-4412.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,103 | $5,901-30.5% | $6,952-41.0% | $4,027+1.9% |
| Admin fee / account holder | $1,634 | $5,637-71.0% | $6,731-75.7% | $5,403-69.8% |