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 7-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 | $142,610 | $67,331+111.8% | $60,874+134.3% | $134,475+6.0% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.1%-27.7pp | 81.2%-35.8pp |
| Annual return | -15.88% | 49.93%-65.8pp | 16.90%-32.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,270 | $4,538-72.0% | $3,817-66.7% | $6,400-80.1% |
| Admin fee / account holder | $591 | $4,582-87.1% | $3,224-81.7% | $11,426-94.8% |