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 | $119,791 | $95,971+24.8% | $74,550+60.7% | $135,375-11.5% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -6.03% | 56.96%-63.0pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,252 | $2,716-53.9% | $1,961-36.1% | $4,779-73.8% |
| Participant deferral / active EE | $2,961 | $3,843-23.0% | $3,108-4.7% | $5,609-47.2% |
| Admin fee / account holder | $3,124 | $6,522-52.1% | $5,060-38.3% | $10,827-71.1% |