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 | $118,513 | $100,754+17.6% | $86,677+36.7% | $134,475-11.9% |
| Participation rate | 36.4% | 78.9%-42.6pp | 76.6%-40.2pp | 81.2%-44.9pp |
| Annual return | -18.51% | 29.04%-47.5pp | 35.91%-54.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,137 | $3,489-38.8% | $2,836-24.7% | $4,740-54.9% |
| Participant deferral / active EE | $6,453 | $5,338+20.9% | $4,656+38.6% | $6,400+0.8% |
| Admin fee / account holder | $1,685 | $10,926-84.6% | $7,493-77.5% | $11,426-85.3% |