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 | $139,239 | $82,664+68.4% | $125,339+11.1% | $68,494+103.3% |
| Participation rate | 69.0% | 75.0%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | -15.58% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,674 | $3,381+8.7% | $4,814-23.7% | $2,596+41.5% |
| Participant deferral / active EE | $9,500 | $6,110+55.5% | $7,446+27.6% | $4,027+135.9% |
| Admin fee / account holder | $7,809 | $6,275+24.4% | $10,010-22.0% | $5,403+44.5% |