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 | $213,256 | $95,971+122.2% | $74,550+186.1% | $135,375+57.5% |
| Participation rate | 43.5% | 75.7%-32.2pp | 69.1%-25.7pp | 82.6%-39.2pp |
| Annual return | -5.60% | 56.96%-62.6pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,606 | $3,843+19.8% | $3,108+48.2% | $5,609-17.9% |
| Admin fee / account holder | $25,390 | $6,522+289.3% | $5,060+401.8% | $10,827+134.5% |