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 | $136,546 | $53,162+156.8% | $91,220+49.7% | $68,494+99.4% |
| Participation rate | 68.4% | 63.2%+5.2pp | 73.2%-4.8pp | 67.9%+0.5pp |
| Annual return | -14.28% | -3.14%-11.1pp | 114.01%-128.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,012 | $1,709+17.7% | $2,850-29.4% | $2,596-22.5% |
| Participant deferral / active EE | $5,522 | $2,974+85.7% | $4,234+30.4% | $4,027+37.1% |
| Admin fee / account holder | $7,785 | $4,493+73.2% | $5,420+43.6% | $5,403+44.1% |