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 | $148,039 | $82,664+79.1% | $125,339+18.1% | $68,494+116.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,657 | $3,381-21.4% | $4,814-44.8% | $2,596+2.3% |
| Participant deferral / active EE | $7,236 | $6,110+18.4% | $7,446-2.8% | $4,027+79.7% |
| Admin fee / account holder | $4,196 | $6,275-33.1% | $10,010-58.1% | $5,403-22.3% |