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 5-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 | $128,393 | $54,350+136.2% | $82,719+55.2% | $68,494+87.4% |
| Participation rate | 62.8% | 63.9%-1.1pp | 72.6%-9.8pp | 67.9%-5.1pp |
| Annual return | -14.60% | -13.67%-0.9pp | 701.18%-715.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,068 | $2,218+83.4% | $3,009+35.2% | $2,596+56.7% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $28,811 | $4,395+555.5% | $5,329+440.7% | $5,403+433.3% |