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 | $244,142 | $129,942+87.9% | $104,294+134.1% | $134,475+81.6% |
| Participation rate | 55.6% | 79.5%-24.0pp | 73.3%-17.7pp | 81.2%-25.7pp |
| Annual return | -10.83% | 42.03%-52.9pp | 24.61%-35.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,528 | $4,184-15.7% | $3,372+4.6% | $4,740-25.6% |
| Participant deferral / active EE | $4,888 | $5,588-12.5% | $4,625+5.7% | $6,400-23.6% |
| Admin fee / account holder | $149,794 | $9,323+1506.7% | $7,339+1941.0% | $11,426+1211.0% |