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 | $212,253 | $167,307+26.9% | $143,757+47.6% | $134,475+57.8% |
| Participation rate | 41.2% | 84.8%-43.6pp | 80.3%-39.1pp | 81.2%-40.0pp |
| Annual return | -12.44% | 0.46%-12.9pp | -0.04%-12.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,437 | $5,619-74.4% | $4,951-71.0% | $4,740-69.7% |
| Participant deferral / active EE | $3,757 | $6,446-41.7% | $5,637-33.4% | $6,400-41.3% |
| Admin fee / account holder | $1,164 | $18,088-93.6% | $14,673-92.1% | $11,426-89.8% |