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 | $141,471 | $73,004+93.8% | $90,749+55.9% | $68,494+106.5% |
| Participation rate | 0.0% | 70.8%-70.8pp | 75.7%-75.7pp | 67.9%-67.9pp |
| Annual return | -15.23% | -13.81%-1.4pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,095 | $2,193-4.5% | $2,921-28.3% | $2,596-19.3% |
| Participant deferral / active EE | $4,505 | $3,627+24.2% | $4,564-1.3% | $4,027+11.9% |
| Admin fee / account holder | $6,063 | $5,896+2.8% | $8,445-28.2% | $5,403+12.2% |