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 9-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 | $134,228 | $154,117-12.9% | $129,995+3.3% | $139,434-3.7% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-23.9pp | 80.3%-25.8pp |
| Annual return | 17.17% | 32.48%-15.3pp | -137.18%+154.4pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,583 | $5,289-51.2% | $4,320-40.2% | $4,751-45.6% |
| Participant deferral / active EE | $9,484 | $6,710+41.3% | $5,820+62.9% | $6,710+41.3% |
| Admin fee / account holder | $137,887 | $14,007+884.4% | $10,614+1199.0% | $11,403+1109.3% |