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 | $114,347 | $82,286+39.0% | $68,791+66.2% | $134,475-15.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | -16.10% | -2.19%-13.9pp | -6.38%-9.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,233 | $3,301+28.2% | $2,655+59.4% | $4,740-10.7% |
| Participant deferral / active EE | $6,385 | $4,739+34.8% | $3,941+62.0% | $6,400-0.2% |
| Admin fee / account holder | $12,261 | $6,481+89.2% | $4,932+148.6% | $11,426+7.3% |