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 | $111,875 | $95,862+16.7% | $79,550+40.6% | $134,475-16.8% |
| Participation rate | 26.1% | 75.0%-48.9pp | 69.5%-43.4pp | 81.2%-55.1pp |
| Annual return | -15.76% | -2.69%-13.1pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $754 | $3,128-75.9% | $2,413-68.8% | $4,740-84.1% |
| Participant deferral / active EE | $1,320 | $4,693-71.9% | $3,985-66.9% | $6,400-79.4% |
| Admin fee / account holder | $1,255 | $9,126-86.2% | $6,832-81.6% | $11,426-89.0% |