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 | $134,643 | $100,754+33.6% | $86,677+55.3% | $134,475+0.1% |
| Participation rate | 52.9% | 78.9%-26.0pp | 76.6%-23.6pp | 81.2%-28.3pp |
| Annual return | -14.25% | 29.04%-43.3pp | 35.91%-50.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,333 | $3,489-61.8% | $2,836-53.0% | $4,740-71.9% |
| Participant deferral / active EE | $2,507 | $5,338-53.0% | $4,656-46.2% | $6,400-60.8% |
| Admin fee / account holder | $8,922 | $10,926-18.3% | $7,493+19.1% | $11,426-21.9% |