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 | $202,030 | $54,229+272.5% | $70,092+188.2% | $68,494+195.0% |
| Participation rate | 69.6% | 64.5%+5.2pp | 70.5%-0.8pp | 67.9%+1.8pp |
| Annual return | -17.88% | -13.87%-4.0pp | 190.73%-208.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,021 | $2,018-49.4% | $2,559-60.1% | $2,596-60.7% |
| Participant deferral / active EE | $8,879 | $2,956+200.4% | $3,849+130.7% | $4,027+120.5% |
| Admin fee / account holder | $11,711 | $4,694+149.5% | $6,267+86.9% | $5,403+116.8% |