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 10-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 | $134,471 | $90,600+48.4% | $79,464+69.2% | $135,375-0.7% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -3.99% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $6,560 | $3,068+113.8% | $2,800+134.3% | $4,779+37.3% |
| Participant deferral / active EE | $8,600 | $4,050+112.3% | $3,704+132.2% | $5,609+53.3% |
| Admin fee / account holder | $4,801 | $5,907-18.7% | $5,113-6.1% | $10,827-55.7% |