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 | $130,983 | $82,664+58.5% | $125,339+4.5% | $68,494+91.2% |
| Participation rate | 57.6% | 75.0%-17.5pp | 82.4%-24.8pp | 67.9%-10.3pp |
| Annual return | -13.20% | -5.97%-7.2pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,644 | $3,381-21.8% | $4,814-45.1% | $2,596+1.8% |
| Participant deferral / active EE | $4,774 | $6,110-21.9% | $7,446-35.9% | $4,027+18.5% |
| Admin fee / account holder | $22,217 | $6,275+254.0% | $10,010+122.0% | $5,403+311.2% |