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 | $127,437 | $99,032+28.7% | $80,019+59.3% | $135,375-5.9% |
| Participation rate | 44.4% | 78.4%-33.9pp | 75.8%-31.4pp | 82.6%-38.2pp |
| Annual return | -5.79% | 15.39%-21.2pp | 11.22%-17.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $472 | $3,043-84.5% | $2,468-80.9% | $4,779-90.1% |
| Participant deferral / active EE | $4,402 | $4,282+2.8% | $3,686+19.4% | $5,609-21.5% |
| Admin fee / account holder | $1,863 | $10,436-82.1% | $6,521-71.4% | $10,827-82.8% |