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 | $173,148 | $77,813+122.5% | $123,544+40.2% | $64,186+169.8% |
| Participation rate | 9.1% | 74.7%-65.6pp | 82.3%-73.2pp | 69.6%-60.5pp |
| Annual return | -3.84% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $6,417 | $3,014+112.9% | $4,628+38.7% | $2,381+169.5% |
| Participant deferral / active EE | $3,826 | $5,240-27.0% | $6,426-40.5% | $3,470+10.3% |
| Admin fee / account holder | $16,398 | $5,519+197.1% | $9,284+76.6% | $4,888+235.5% |