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 | $95,278 | $82,286+15.8% | $68,791+38.5% | $134,475-29.1% |
| Participation rate | 31.3% | 75.1%-43.8pp | 69.0%-37.8pp | 81.2%-50.0pp |
| Annual return | -16.24% | -2.19%-14.0pp | -6.38%-9.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,312 | $3,301-60.3% | $2,655-50.6% | $4,740-72.3% |
| Participant deferral / active EE | $4,799 | $4,739+1.3% | $3,941+21.8% | $6,400-25.0% |
| Admin fee / account holder | $794 | $6,481-87.8% | $4,932-83.9% | $11,426-93.1% |