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 | $141,943 | $69,010+105.7% | $159,960-11.3% | $68,494+107.2% |
| Participation rate | 66.7% | 65.4%+1.3pp | 78.0%-11.3pp | 67.9%-1.2pp |
| Annual return | -15.32% | -9.65%-5.7pp | 408.60%-423.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $942 | $2,213-57.4% | $4,226-77.7% | $2,596-63.7% |
| Participant deferral / active EE | $5,351 | $4,212+27.0% | $6,182-13.4% | $4,027+32.9% |
| Admin fee / account holder | $12,232 | $4,798+154.9% | $8,698+40.6% | $5,403+126.4% |