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 | $123,411 | $82,286+50.0% | $68,791+79.4% | $134,475-8.2% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.0%-44.0pp | 81.2%-56.2pp |
| Annual return | -17.66% | -2.19%-15.5pp | -6.38%-11.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,110 | $3,301-66.4% | $2,655-58.2% | $4,740-76.6% |
| Participant deferral / active EE | $3,526 | $4,739-25.6% | $3,941-10.5% | $6,400-44.9% |
| Admin fee / account holder | $2,587 | $6,481-60.1% | $4,932-47.5% | $11,426-77.4% |