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 | $140,012 | $57,354+144.1% | $83,848+67.0% | $64,186+118.1% |
| Participation rate | 67.3% | 68.6%-1.3pp | 76.1%-8.8pp | 69.6%-2.3pp |
| Annual return | -7.83% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,965 | $2,545-22.8% | $3,631-45.9% | $2,381-17.5% |
| Participant deferral / active EE | $4,604 | $2,993+53.8% | $4,082+12.8% | $3,470+32.7% |
| Admin fee / account holder | $8,933 | $4,046+120.8% | $5,478+63.1% | $4,888+82.7% |