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 | $160,112 | $54,350+194.6% | $82,719+93.6% | $68,494+133.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -16.68% | -13.67%-3.0pp | 701.18%-717.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,612 | $2,218+17.8% | $3,009-13.2% | $2,596+0.6% |
| Participant deferral / active EE | $7,738 | $3,246+138.4% | $4,395+76.1% | $4,027+92.1% |
| Admin fee / account holder | $6,094 | $4,395+38.6% | $5,329+14.4% | $5,403+12.8% |