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 | $122,975 | $100,754+22.1% | $86,677+41.9% | $134,475-8.6% |
| Participation rate | 33.3% | 78.9%-45.6pp | 76.6%-43.2pp | 81.2%-47.9pp |
| Annual return | -6.58% | 29.04%-35.6pp | 35.91%-42.5pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,837 | $3,489-47.3% | $2,836-35.2% | $4,740-61.2% |
| Participant deferral / active EE | $3,451 | $5,338-35.4% | $4,656-25.9% | $6,400-46.1% |
| Admin fee / account holder | $135,440 | $10,926+1139.6% | $7,493+1707.5% | $11,426+1085.4% |