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 | $151,446 | $77,813+94.6% | $123,544+22.6% | $64,186+135.9% |
| Participation rate | 64.3% | 74.7%-10.4pp | 82.3%-18.0pp | 69.6%-5.3pp |
| Annual return | -6.47% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,253 | $3,014-25.2% | $4,628-51.3% | $2,381-5.4% |
| Participant deferral / active EE | $7,443 | $5,240+42.1% | $6,426+15.8% | $3,470+114.5% |
| Admin fee / account holder | $1,372 | $5,519-75.1% | $9,284-85.2% | $4,888-71.9% |