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 | $62,818 | $138,065-54.5% | $123,544-49.2% | $135,375-53.6% |
| Participation rate | 61.9% | 84.7%-22.8pp | 82.3%-20.4pp | 82.6%-20.7pp |
| Annual return | -1.22% | 153.68%-154.9pp | 119.20%-120.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $4,334 | $5,151-15.9% | $4,628-6.3% | $4,779-9.3% |
| Participant deferral / active EE | $8,869 | $6,799+30.4% | $6,426+38.0% | $5,609+58.1% |
| Admin fee / account holder | $11,531 | $10,916+5.6% | $9,284+24.2% | $10,827+6.5% |