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 | $130,799 | $76,000+72.1% | $154,107-15.1% | $64,186+103.8% |
| Participation rate | 64.3% | 70.4%-6.1pp | 83.0%-18.8pp | 69.6%-5.3pp |
| Annual return | -6.44% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,518 | $3,351-24.9% | $5,298-52.5% | $2,381+5.7% |
| Participant deferral / active EE | $4,775 | $3,175+50.4% | $5,081-6.0% | $3,470+37.6% |
| Admin fee / account holder | $1,140 | $5,596-79.6% | $13,411-91.5% | $4,888-76.7% |