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 | $124,239 | $113,935+9.0% | $94,224+31.9% | $125,391-0.9% |
| Participation rate | 62.5% | 82.9%-20.4pp | 78.8%-16.3pp | 83.2%-20.7pp |
| Annual return | -0.21% | 5.29%-5.5pp | 10.68%-10.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,848 | $4,727-60.9% | $3,587-48.5% | $4,866-62.0% |
| Participant deferral / active EE | $3,865 | $5,179-25.4% | $4,320-10.5% | $5,352-27.8% |
| Admin fee / account holder | $15,488 | $8,391+84.6% | $6,269+147.1% | $9,540+62.3% |