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 | $130,881 | $82,664+58.3% | $125,339+4.4% | $68,494+91.1% |
| Participation rate | 63.9% | 75.0%-11.1pp | 82.4%-18.4pp | 67.9%-4.0pp |
| Annual return | -16.54% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,101 | $3,381-67.4% | $4,814-77.1% | $2,596-57.6% |
| Participant deferral / active EE | $7,066 | $6,110+15.6% | $7,446-5.1% | $4,027+75.4% |
| Admin fee / account holder | $14,017 | $6,275+123.4% | $10,010+40.0% | $5,403+159.4% |