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 4-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 | $220,195 | $90,600+143.0% | $79,464+177.1% | $135,375+62.7% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -8.52% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,128 | $3,068-30.6% | $2,800-24.0% | $4,779-55.5% |
| Participant deferral / active EE | $7,695 | $4,050+90.0% | $3,704+107.8% | $5,609+37.2% |
| Admin fee / account holder | $1,487 | $5,907-74.8% | $5,113-70.9% | $10,827-86.3% |