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 3-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 | $206,424 | $167,307+23.4% | $143,757+43.6% | $134,475+53.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -9.95% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,075 | $5,619-63.1% | $4,951-58.1% | $4,740-56.2% |
| Participant deferral / active EE | $6,617 | $6,446+2.6% | $5,637+17.4% | $6,400+3.4% |
| Admin fee / account holder | $33,201 | $18,088+83.5% | $14,673+126.3% | $11,426+190.6% |