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 | $88,291 | $59,107+49.4% | $86,436+2.1% | $68,494+28.9% |
| Participation rate | 66.7% | 75.2%-8.6pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -16.41% | -0.23%-16.2pp | 4394.89%-4411.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,138 | $2,519+24.6% | $3,769-16.7% | $2,596+20.9% |
| Participant deferral / active EE | $6,072 | $5,901+2.9% | $6,952-12.7% | $4,027+50.8% |
| Admin fee / account holder | $836 | $5,637-85.2% | $6,731-87.6% | $5,403-84.5% |