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 | $116,937 | $27,641+323.1% | $61,373+90.5% | $68,494+70.7% |
| Participation rate | 59.3% | 39.5%+19.8pp | 52.6%+6.7pp | 67.9%-8.6pp |
| Annual return | -17.69% | -13.24%-4.5pp | 338.61%-356.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $964 | $695+38.5% | $1,159-16.9% | $2,596-62.9% |
| Participant deferral / active EE | $4,819 | $1,263+281.5% | $2,125+126.8% | $4,027+19.7% |
| Admin fee / account holder | $9,513 | $2,010+373.3% | $2,130+346.7% | $5,403+76.1% |