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 | $128,718 | $100,754+27.8% | $86,677+48.5% | $134,475-4.3% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -6.43% | 29.04%-35.5pp | 35.91%-42.3pp | 417.96%-424.4pp |
| Employer contribution / active EE | $2,768 | $3,489-20.7% | $2,836-2.4% | $4,740-41.6% |
| Participant deferral / active EE | $5,404 | $5,338+1.2% | $4,656+16.1% | $6,400-15.6% |
| Admin fee / account holder | $781 | $10,926-92.9% | $7,493-89.6% | $11,426-93.2% |