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 | $134,763 | $77,813+73.2% | $123,544+9.1% | $64,186+110.0% |
| Participation rate | 68.1% | 74.7%-6.6pp | 82.3%-14.2pp | 69.6%-1.5pp |
| Annual return | -5.17% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,650 | $3,014-12.1% | $4,628-42.7% | $2,381+11.3% |
| Participant deferral / active EE | $9,014 | $5,240+72.0% | $6,426+40.3% | $3,470+159.8% |
| Admin fee / account holder | $12,448 | $5,519+125.6% | $9,284+34.1% | $4,888+154.7% |