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 6-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 | $225,897 | $82,664+173.3% | $125,339+80.2% | $68,494+229.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -8.26% | -5.97%-2.3pp | 572.05%-580.3pp | -7.84%-0.4pp |
| Employer contribution / active EE | $5,209 | $3,381+54.1% | $4,814+8.2% | $2,596+100.6% |
| Participant deferral / active EE | $2,923 | $6,110-52.2% | $7,446-60.7% | $4,027-27.4% |
| Admin fee / account holder | $5,647 | $6,275-10.0% | $10,010-43.6% | $5,403+4.5% |