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 | $136,817 | $73,867+85.2% | $143,757-4.8% | $68,494+99.7% |
| Participation rate | 57.7% | 66.7%-9.0pp | 80.3%-22.6pp | 67.9%-10.2pp |
| Annual return | -13.23% | 1.01%-14.2pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $3,512 | $3,184+10.3% | $4,951-29.1% | $2,596+35.3% |
| Participant deferral / active EE | $6,795 | $3,384+100.8% | $5,637+20.5% | $4,027+68.7% |
| Admin fee / account holder | $39,966 | $5,755+594.5% | $14,673+172.4% | $5,403+639.7% |