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 | $165,226 | $167,307-1.2% | $143,757+14.9% | $134,475+22.9% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -11.31% | 0.46%-11.8pp | -0.04%-11.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,481 | $5,619-55.8% | $4,951-49.9% | $4,740-47.6% |
| Participant deferral / active EE | $4,746 | $6,446-26.4% | $5,637-15.8% | $6,400-25.8% |
| Admin fee / account holder | $1,000 | $18,088-94.5% | $14,673-93.2% | $11,426-91.2% |