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 | $127,778 | $92,703+37.8% | $82,719+54.5% | $134,475-5.0% |
| Participation rate | 45.0% | 75.2%-30.2pp | 72.6%-27.6pp | 81.2%-36.2pp |
| Annual return | -13.75% | 944.92%-958.7pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $912 | $3,274-72.1% | $3,009-69.7% | $4,740-80.8% |
| Participant deferral / active EE | $3,318 | $4,802-30.9% | $4,395-24.5% | $6,400-48.2% |
| Admin fee / account holder | $641 | $5,983-89.3% | $5,329-88.0% | $11,426-94.4% |