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 | $224,565 | $69,010+225.4% | $159,960+40.4% | $68,494+227.9% |
| Participation rate | 66.7% | 65.4%+1.3pp | 78.0%-11.3pp | 67.9%-1.2pp |
| Annual return | -18.20% | -9.65%-8.6pp | 408.60%-426.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,682 | $2,213+66.4% | $4,226-12.9% | $2,596+41.8% |
| Participant deferral / active EE | $7,974 | $4,212+89.3% | $6,182+29.0% | $4,027+98.0% |
| Admin fee / account holder | $74,351 | $4,798+1449.6% | $8,698+754.8% | $5,403+1276.2% |