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 | $132,423 | $95,971+38.0% | $74,550+77.6% | $135,375-2.2% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -2.70% | 56.96%-59.7pp | 32.53%-35.2pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,023 | $2,716-62.3% | $1,961-47.8% | $4,779-78.6% |
| Participant deferral / active EE | $3,337 | $3,843-13.2% | $3,108+7.4% | $5,609-40.5% |
| Admin fee / account holder | $11,218 | $6,522+72.0% | $5,060+121.7% | $10,827+3.6% |