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 | $130,764 | $82,664+58.2% | $125,339+4.3% | $68,494+90.9% |
| Participation rate | 60.5% | 75.0%-14.6pp | 82.4%-21.9pp | 67.9%-7.4pp |
| Annual return | -13.00% | -5.97%-7.0pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,750 | $3,381-18.7% | $4,814-42.9% | $2,596+5.9% |
| Participant deferral / active EE | $5,919 | $6,110-3.1% | $7,446-20.5% | $4,027+47.0% |
| Admin fee / account holder | $5,908 | $6,275-5.9% | $10,010-41.0% | $5,403+9.4% |