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 | $114,746 | $67,331+70.4% | $60,874+88.5% | $134,475-14.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | -19.18% | 49.93%-69.1pp | 16.90%-36.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $775 | $3,096-75.0% | $2,701-71.3% | $4,740-83.6% |
| Participant deferral / active EE | $4,265 | $4,538-6.0% | $3,817+11.8% | $6,400-33.4% |
| Admin fee / account holder | $1,234 | $4,582-73.1% | $3,224-61.7% | $11,426-89.2% |