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 | $176,733 | $82,664+113.8% | $125,339+41.0% | $68,494+158.0% |
| Participation rate | 67.4% | 75.0%-7.7pp | 82.4%-15.0pp | 67.9%-0.5pp |
| Annual return | -17.70% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $990 | $3,381-70.7% | $4,814-79.4% | $2,596-61.9% |
| Participant deferral / active EE | $9,118 | $6,110+49.2% | $7,446+22.5% | $4,027+126.4% |
| Admin fee / account holder | $3,576 | $6,275-43.0% | $10,010-64.3% | $5,403-33.8% |