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 | $143,463 | $152,587-6.0% | $125,175+14.6% | $152,861-6.1% |
| Participation rate | 41.2% | 83.3%-42.2pp | 79.8%-38.6pp | 82.4%-41.3pp |
| Annual return | 23.01% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,171 | $4,946-76.3% | $3,865-69.7% | $4,762-75.4% |
| Participant deferral / active EE | $3,694 | $5,868-37.0% | $4,937-25.2% | $5,850-36.8% |
| Admin fee / account holder | $236,218 | $13,434+1658.3% | $9,702+2334.7% | $11,596+1937.0% |