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 | $229,603 | $142,344+61.3% | $119,609+92.0% | $134,475+70.7% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -13.03% | -12.44%-0.6pp | -14.97%+1.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,457 | $5,222-72.1% | $4,232-65.6% | $4,740-69.3% |
| Participant deferral / active EE | $4,290 | $6,469-33.7% | $5,602-23.4% | $6,400-33.0% |
| Admin fee / account holder | $6,951 | $13,584-48.8% | $10,323-32.7% | $11,426-39.2% |