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 | $143,860 | $82,664+74.0% | $125,339+14.8% | $68,494+110.0% |
| Participation rate | 64.3% | 75.0%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -15.27% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,160 | $3,381-6.5% | $4,814-34.4% | $2,596+21.7% |
| Participant deferral / active EE | $5,638 | $6,110-7.7% | $7,446-24.3% | $4,027+40.0% |
| Admin fee / account holder | $3,415 | $6,275-45.6% | $10,010-65.9% | $5,403-36.8% |