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 | $128,420 | $82,286+56.1% | $68,791+86.7% | $134,475-4.5% |
| Participation rate | 64.7% | 75.1%-10.4pp | 69.0%-4.3pp | 81.2%-16.5pp |
| Annual return | -19.07% | -2.19%-16.9pp | -6.38%-12.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,001 | $3,301-39.4% | $2,655-24.6% | $4,740-57.8% |
| Participant deferral / active EE | $6,350 | $4,739+34.0% | $3,941+61.1% | $6,400-0.8% |
| Admin fee / account holder | $1,344 | $6,481-79.3% | $4,932-72.7% | $11,426-88.2% |