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 | $215,931 | $138,065+56.4% | $123,544+74.8% | $135,375+59.5% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -8.00% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,062 | $5,151-79.4% | $4,628-77.0% | $4,779-77.8% |
| Participant deferral / active EE | $4,217 | $6,799-38.0% | $6,426-34.4% | $5,609-24.8% |
| Admin fee / account holder | $50,846 | $10,916+365.8% | $9,284+447.7% | $10,827+369.6% |