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 | $91,702 | $95,862-4.3% | $79,550+15.3% | $134,475-31.8% |
| Participation rate | 26.1% | 75.0%-48.9pp | 69.5%-43.4pp | 81.2%-55.1pp |
| Annual return | -17.05% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $655 | $3,128-79.1% | $2,413-72.9% | $4,740-86.2% |
| Participant deferral / active EE | $1,409 | $4,693-70.0% | $3,985-64.6% | $6,400-78.0% |
| Admin fee / account holder | $947 | $9,126-89.6% | $6,832-86.1% | $11,426-91.7% |