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 | $103,321 | $87,540+18.0% | $75,781+36.3% | $125,391-17.6% |
| Participation rate | 29.2% | 80.2%-51.0pp | 75.8%-46.7pp | 83.2%-54.0pp |
| Annual return | -2.35% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $4,825 | $3,930+22.8% | $3,323+45.2% | $4,866-0.8% |
| Participant deferral / active EE | $1,109 | $4,229-73.8% | $3,651-69.6% | $5,352-79.3% |
| Admin fee / account holder | $5,736 | $6,502-11.8% | $5,299+8.2% | $9,540-39.9% |