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 | $121,376 | $131,829-7.9% | $108,579+11.8% | $273,961-55.7% |
| Participation rate | 52.6% | 83.5%-30.8pp | 79.6%-26.9pp | 83.0%-30.4pp |
| Annual return | 7.46% | -91.57%+99.0pp | -51.70%+59.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,723 | $4,912-64.9% | $3,758-54.1% | $4,869-64.6% |
| Participant deferral / active EE | $4,935 | $5,127-3.7% | $4,311+14.5% | $5,287-6.7% |
| Admin fee / account holder | $2,770 | $10,252-73.0% | $7,645-63.8% | $10,132-72.7% |