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 | $161,083 | $49,177+227.6% | $79,464+102.7% | $64,186+151.0% |
| Participation rate | 69.6% | 65.0%+4.5pp | 73.3%-3.8pp | 69.6%0pp |
| Annual return | -4.50% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,877 | $2,076+86.7% | $2,800+38.4% | $2,381+62.8% |
| Participant deferral / active EE | $9,402 | $2,821+233.2% | $3,704+153.8% | $3,470+171.0% |
| Admin fee / account holder | $21,856 | $3,839+469.3% | $5,113+327.5% | $4,888+347.1% |