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 | $126,113 | $152,509-17.3% | $117,472+7.4% | $134,475-6.2% |
| Participation rate | 12.5% | 77.1%-64.6pp | 70.6%-58.1pp | 81.2%-68.7pp |
| Annual return | -8.40% | 52.99%-61.4pp | 29.74%-38.1pp | 417.96%-426.4pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,332 | $7,004-66.7% | $5,645-58.7% | $11,426-79.6% |