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 7-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 | $213,344 | $190,805+11.8% | $159,960+33.4% | $134,475+58.6% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -19.63% | 552.23%-571.9pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,663 | $4,995-26.7% | $4,226-13.3% | $4,740-22.7% |
| Participant deferral / active EE | $18,417 | $6,923+166.0% | $6,182+197.9% | $6,400+187.8% |
| Admin fee / account holder | $9,769 | $10,471-6.7% | $8,698+12.3% | $11,426-14.5% |