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 9-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 | $209,393 | $152,509+37.3% | $117,472+78.2% | $134,475+55.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -17.79% | 52.99%-70.8pp | 29.74%-47.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,890 | $5,571+5.7% | $4,176+41.0% | $4,740+24.3% |
| Participant deferral / active EE | $12,104 | $4,818+151.2% | $4,070+197.4% | $6,400+89.1% |
| Admin fee / account holder | $2,526 | $7,004-63.9% | $5,645-55.2% | $11,426-77.9% |