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 | $128,311 | $106,543+20.4% | $91,220+40.7% | $134,475-4.6% |
| Participation rate | 58.8% | 76.8%-18.0pp | 73.2%-14.4pp | 81.2%-22.4pp |
| Annual return | -19.76% | 160.60%-180.4pp | 114.01%-133.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,360 | $3,331-59.2% | $2,850-52.3% | $4,740-71.3% |
| Participant deferral / active EE | $3,004 | $4,719-36.3% | $4,234-29.0% | $6,400-53.1% |
| Admin fee / account holder | $4,512 | $6,231-27.6% | $5,420-16.7% | $11,426-60.5% |