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 | $214,474 | $82,664+159.5% | $125,339+71.1% | $68,494+213.1% |
| Participation rate | 60.6% | 75.0%-14.4pp | 82.4%-21.8pp | 67.9%-7.3pp |
| Annual return | -18.29% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $754 | $3,381-77.7% | $4,814-84.3% | $2,596-70.9% |
| Participant deferral / active EE | $9,047 | $6,110+48.1% | $7,446+21.5% | $4,027+124.6% |
| Admin fee / account holder | $600 | $6,275-90.4% | $10,010-94.0% | $5,403-88.9% |