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 | $124,876 | $152,509-18.1% | $117,472+6.3% | $134,475-7.1% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -16.21% | 52.99%-69.2pp | 29.74%-45.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $793 | $5,571-85.8% | $4,176-81.0% | $4,740-83.3% |
| Participant deferral / active EE | $6,337 | $4,818+31.5% | $4,070+55.7% | $6,400-1.0% |
| Admin fee / account holder | $2,320 | $7,004-66.9% | $5,645-58.9% | $11,426-79.7% |