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 | $131,606 | $152,509-13.7% | $117,472+12.0% | $134,475-2.1% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -0.91% | 52.99%-53.9pp | 29.74%-30.6pp | 417.96%-418.9pp |
| Employer contribution / active EE | $1,661 | $5,571-70.2% | $4,176-60.2% | $4,740-65.0% |
| Participant deferral / active EE | $5,387 | $4,818+11.8% | $4,070+32.4% | $6,400-15.8% |
| Admin fee / account holder | $9,321 | $7,004+33.1% | $5,645+65.1% | $11,426-18.4% |