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 | $213,626 | $142,344+50.1% | $119,609+78.6% | $134,475+58.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -14.52% | -12.44%-2.1pp | -14.97%+0.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,525 | $5,222-51.6% | $4,232-40.3% | $4,740-46.7% |
| Participant deferral / active EE | $5,193 | $6,469-19.7% | $5,602-7.3% | $6,400-18.9% |
| Admin fee / account holder | $21,039 | $13,584+54.9% | $10,323+103.8% | $11,426+84.1% |