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 8-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 | $110,691 | $142,344-22.2% | $119,609-7.5% | $134,475-17.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -17.64% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $15,345 | $5,222+193.8% | $4,232+262.6% | $4,740+223.8% |
| Participant deferral / active EE | $9,190 | $6,469+42.1% | $5,602+64.1% | $6,400+43.6% |
| Admin fee / account holder | $767 | $13,584-94.4% | $10,323-92.6% | $11,426-93.3% |