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 8-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 | $114,086 | $82,664+38.0% | $125,339-9.0% | $68,494+66.6% |
| Participation rate | 54.8% | 75.0%-20.2pp | 82.4%-27.5pp | 67.9%-13.0pp |
| Annual return | -19.33% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $6,266 | $3,381+85.3% | $4,814+30.2% | $2,596+141.4% |
| Participant deferral / active EE | $10,204 | $6,110+67.0% | $7,446+37.0% | $4,027+153.4% |
| Admin fee / account holder | $3,036 | $6,275-51.6% | $10,010-69.7% | $5,403-43.8% |