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 | $113,741 | $138,065-17.6% | $123,544-7.9% | $135,375-16.0% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | -6.60% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,424 | $5,151-52.9% | $4,628-47.6% | $4,779-49.3% |
| Participant deferral / active EE | $6,041 | $6,799-11.2% | $6,426-6.0% | $5,609+7.7% |
| Admin fee / account holder | $3,122 | $10,916-71.4% | $9,284-66.4% | $10,827-71.2% |