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 | $206,420 | $82,664+149.7% | $125,339+64.7% | $68,494+201.4% |
| Participation rate | 65.1% | 75.0%-9.9pp | 82.4%-17.3pp | 67.9%-2.8pp |
| Annual return | -15.45% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,571 | $3,381+64.8% | $4,814+15.7% | $2,596+114.6% |
| Participant deferral / active EE | $6,120 | $6,110+0.2% | $7,446-17.8% | $4,027+52.0% |
| Admin fee / account holder | $36,668 | $6,275+484.3% | $10,010+266.3% | $5,403+578.7% |