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 | $195,266 | $99,032+97.2% | $80,019+144.0% | $135,375+44.2% |
| Participation rate | 55.6% | 78.4%-22.8pp | 75.8%-20.3pp | 82.6%-27.1pp |
| Annual return | -4.98% | 15.39%-20.4pp | 11.22%-16.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,772 | $3,043-41.8% | $2,468-28.2% | $4,779-62.9% |
| Participant deferral / active EE | $5,709 | $4,282+33.3% | $3,686+54.9% | $5,609+1.8% |
| Admin fee / account holder | $3,040 | $10,436-70.9% | $6,521-53.4% | $10,827-71.9% |