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 | $125,355 | $82,664+51.6% | $125,3390% | $68,494+83.0% |
| Participation rate | 45.5% | 75.0%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | -14.49% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,540 | $3,381-54.5% | $4,814-68.0% | $2,596-40.7% |
| Participant deferral / active EE | $3,470 | $6,110-43.2% | $7,446-53.4% | $4,027-13.8% |
| Admin fee / account holder | $6,822 | $6,275+8.7% | $10,010-31.8% | $5,403+26.3% |