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 | $133,474 | $54,350+145.6% | $82,719+61.4% | $68,494+94.9% |
| Participation rate | 42.7% | 63.9%-21.2pp | 72.6%-29.9pp | 67.9%-25.2pp |
| Annual return | -16.77% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $596 | $2,218-73.1% | $3,009-80.2% | $2,596-77.0% |
| Participant deferral / active EE | $3,394 | $3,246+4.5% | $4,395-22.8% | $4,027-15.7% |
| Admin fee / account holder | $14,769 | $4,395+236.0% | $5,329+177.1% | $5,403+173.4% |