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 | $129,307 | $90,519+42.9% | $93,789+37.9% | $134,475-3.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 81.0%-31.0pp | 81.2%-31.2pp |
| Annual return | -10.68% | -15.72%+5.0pp | -11.33%+0.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $7,276 | $4,343+67.5% | $4,323+68.3% | $4,740+53.5% |
| Participant deferral / active EE | $7,276 | $5,978+21.7% | $6,094+19.4% | $6,400+13.7% |
| Admin fee / account holder | $135,202 | $9,252+1361.3% | $7,195+1779.1% | $11,426+1083.3% |