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 | $220,785 | $82,664+167.1% | $125,339+76.2% | $68,494+222.3% |
| Participation rate | 53.2% | 75.0%-21.8pp | 82.4%-29.1pp | 67.9%-14.7pp |
| Annual return | -18.76% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,393 | $3,381-29.2% | $4,814-50.3% | $2,596-7.8% |
| Participant deferral / active EE | $6,137 | $6,110+0.4% | $7,446-17.6% | $4,027+52.4% |
| Admin fee / account holder | $21,574 | $6,275+243.8% | $10,010+115.5% | $5,403+299.3% |