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 9-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 | $134,051 | $54,229+147.2% | $70,092+91.3% | $68,494+95.7% |
| Participation rate | 66.7% | 64.5%+2.2pp | 70.5%-3.8pp | 67.9%-1.2pp |
| Annual return | -17.36% | -13.87%-3.5pp | 190.73%-208.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,372 | $2,018+67.1% | $2,559+31.8% | $2,596+29.9% |
| Participant deferral / active EE | $9,319 | $2,956+215.3% | $3,849+142.1% | $4,027+131.4% |
| Admin fee / account holder | $32,639 | $4,694+595.3% | $6,267+420.8% | $5,403+504.1% |