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 | $136,639 | $54,350+151.4% | $82,719+65.2% | $68,494+99.5% |
| Participation rate | 69.2% | 63.9%+5.3pp | 72.6%-3.3pp | 67.9%+1.3pp |
| Annual return | -16.03% | -13.67%-2.4pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,995 | $2,218-10.1% | $3,009-33.7% | $2,596-23.2% |
| Participant deferral / active EE | $6,089 | $3,246+87.6% | $4,395+38.5% | $4,027+51.2% |
| Admin fee / account holder | $3,531 | $4,395-19.7% | $5,329-33.7% | $5,403-34.6% |