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 8-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 | $123,729 | $95,862+29.1% | $79,550+55.5% | $134,475-8.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -18.77% | -2.69%-16.1pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,067 | $3,128+30.0% | $2,413+68.5% | $4,740-14.2% |
| Participant deferral / active EE | $6,833 | $4,693+45.6% | $3,985+71.5% | $6,400+6.8% |
| Admin fee / account holder | $458 | $9,126-95.0% | $6,832-93.3% | $11,426-96.0% |