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 | $163,097 | $95,862+70.1% | $79,550+105.0% | $134,475+21.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -17.39% | -2.69%-14.7pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,992 | $3,128-36.3% | $2,413-17.5% | $4,740-58.0% |
| Participant deferral / active EE | $4,798 | $4,693+2.2% | $3,985+20.4% | $6,400-25.0% |
| Admin fee / account holder | $7,273 | $9,126-20.3% | $6,832+6.5% | $11,426-36.3% |