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 | $127,842 | $76,000+68.2% | $154,107-17.0% | $64,186+99.2% |
| Participation rate | 65.8% | 70.4%-4.6pp | 83.0%-17.2pp | 69.6%-3.8pp |
| Annual return | -6.04% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,013 | $3,351+19.8% | $5,298-24.2% | $2,381+68.6% |
| Participant deferral / active EE | $3,465 | $3,175+9.1% | $5,081-31.8% | $3,470-0.1% |
| Admin fee / account holder | $422 | $5,596-92.5% | $13,411-96.9% | $4,888-91.4% |