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 | $144,333 | $72,404+99.3% | $110,238+30.9% | $64,186+124.9% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | -7.00% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,668 | $2,282-26.9% | $3,826-56.4% | $2,381-29.9% |
| Participant deferral / active EE | $6,980 | $3,469+101.2% | $4,672+49.4% | $3,470+101.2% |
| Admin fee / account holder | $7,878 | $5,664+39.1% | $8,547-7.8% | $4,888+61.2% |