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 | $129,780 | $100,754+28.8% | $86,677+49.7% | $134,475-3.5% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -15.36% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,570 | $3,489-55.0% | $2,836-44.6% | $4,740-66.9% |
| Participant deferral / active EE | $4,510 | $5,338-15.5% | $4,656-3.1% | $6,400-29.5% |
| Admin fee / account holder | $2,357 | $10,926-78.4% | $7,493-68.5% | $11,426-79.4% |