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 | $134,140 | $54,350+146.8% | $82,719+62.2% | $68,494+95.8% |
| Participation rate | 56.8% | 63.9%-7.2pp | 72.6%-15.8pp | 67.9%-11.1pp |
| Annual return | -15.10% | -13.67%-1.4pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,814 | $2,218-18.2% | $3,009-39.7% | $2,596-30.1% |
| Participant deferral / active EE | $4,757 | $3,246+46.5% | $4,395+8.2% | $4,027+18.1% |
| Admin fee / account holder | $5,669 | $4,395+29.0% | $5,329+6.4% | $5,403+4.9% |