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 | $219,434 | $142,344+54.2% | $119,609+83.5% | $134,475+63.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | 1.27% | -12.44%+13.7pp | -14.97%+16.2pp | 417.96%-416.7pp |
| Employer contribution / active EE | $2,098 | $5,222-59.8% | $4,232-50.4% | $4,740-55.7% |
| Participant deferral / active EE | $4,340 | $6,469-32.9% | $5,602-22.5% | $6,400-32.2% |
| Admin fee / account holder | $431 | $13,584-96.8% | $10,323-95.8% | $11,426-96.2% |