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 | $120,917 | $82,664+46.3% | $125,339-3.5% | $68,494+76.5% |
| Participation rate | 68.6% | 75.0%-6.5pp | 82.4%-13.8pp | 67.9%+0.7pp |
| Annual return | -14.45% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,521 | $3,381-25.4% | $4,814-47.6% | $2,596-2.9% |
| Participant deferral / active EE | $7,075 | $6,110+15.8% | $7,446-5.0% | $4,027+75.7% |
| Admin fee / account holder | $13,261 | $6,275+111.3% | $10,010+32.5% | $5,403+145.5% |