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 | $132,593 | $152,509-13.1% | $117,472+12.9% | $134,475-1.4% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | -11.78% | 52.99%-64.8pp | 29.74%-41.5pp | 417.96%-429.7pp |
| Employer contribution / active EE | $648 | $5,571-88.4% | $4,176-84.5% | $4,740-86.3% |
| Participant deferral / active EE | $1,740 | $4,818-63.9% | $4,070-57.3% | $6,400-72.8% |
| Admin fee / account holder | $1,522 | $7,004-78.3% | $5,645-73.0% | $11,426-86.7% |