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 | $142,288 | $167,484-15.0% | $151,611-6.1% | $134,475+5.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -20.55% | 7.80%-28.4pp | 3.33%-23.9pp | 417.96%-438.5pp |
| Employer contribution / active EE | $4,348 | $6,829-36.3% | $6,166-29.5% | $4,740-8.3% |
| Participant deferral / active EE | $43,912 | $8,986+388.7% | $8,363+425.0% | $6,400+586.2% |
| Admin fee / account holder | $56,985 | $13,783+313.4% | $11,616+390.6% | $11,426+398.7% |