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 6-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 | $185,033 | $133,958+38.1% | $112,228+64.9% | $134,475+37.6% |
| Participation rate | 26.7% | 78.6%-51.9pp | 75.1%-48.4pp | 81.2%-54.6pp |
| Annual return | -15.38% | 47.11%-62.5pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,786 | $4,038-55.8% | $3,635-50.9% | $4,740-62.3% |
| Participant deferral / active EE | $2,378 | $5,291-55.1% | $4,728-49.7% | $6,400-62.8% |
| Admin fee / account holder | $2,213 | $7,489-70.4% | $6,410-65.5% | $11,426-80.6% |