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 | $158,723 | $95,862+65.6% | $79,550+99.5% | $134,475+18.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -16.36% | -2.69%-13.7pp | 0.16%-16.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,739 | $3,128-12.4% | $2,413+13.5% | $4,740-42.2% |
| Participant deferral / active EE | $5,688 | $4,693+21.2% | $3,985+42.7% | $6,400-11.1% |
| Admin fee / account holder | $1,620 | $9,126-82.2% | $6,832-76.3% | $11,426-85.8% |