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 | $104,274 | $69,010+51.1% | $159,960-34.8% | $68,494+52.2% |
| Participation rate | 62.7% | 65.4%-2.7pp | 78.0%-15.2pp | 67.9%-5.1pp |
| Annual return | -14.54% | -9.65%-4.9pp | 408.60%-423.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,123 | $2,213-4.1% | $4,226-49.8% | $2,596-18.2% |
| Participant deferral / active EE | $8,208 | $4,212+94.9% | $6,182+32.8% | $4,027+103.8% |
| Admin fee / account holder | $7,191 | $4,798+49.9% | $8,698-17.3% | $5,403+33.1% |