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 | $210,583 | $32,117+555.7% | $71,086+196.2% | $64,186+228.1% |
| Participation rate | 3.9% | 42.7%-38.8pp | 54.7%-50.7pp | 69.6%-65.6pp |
| Annual return | -5.20% | -5.57%+0.4pp | 650.59%-655.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $226 | $712-68.3% | $1,088-79.2% | $2,381-90.5% |
| Participant deferral / active EE | $468 | $1,263-62.9% | $1,874-75.0% | $3,470-86.5% |
| Admin fee / account holder | $62,692 | $2,759+2172.1% | $3,082+1933.9% | $4,888+1182.6% |