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 | $160,849 | $82,664+94.6% | $125,339+28.3% | $68,494+134.8% |
| Participation rate | 61.8% | 75.0%-13.3pp | 82.4%-20.6pp | 67.9%-6.1pp |
| Annual return | -19.17% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,313 | $3,381-31.6% | $4,814-52.0% | $2,596-10.9% |
| Participant deferral / active EE | $10,367 | $6,110+69.7% | $7,446+39.2% | $4,027+157.4% |
| Admin fee / account holder | $11,653 | $6,275+85.7% | $10,010+16.4% | $5,403+115.7% |