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 | $167,585 | $133,958+25.1% | $112,228+49.3% | $134,475+24.6% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -13.18% | 47.11%-60.3pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,193 | $4,038-70.5% | $3,635-67.2% | $4,740-74.8% |
| Participant deferral / active EE | $10,406 | $5,291+96.7% | $4,728+120.1% | $6,400+62.6% |
| Admin fee / account holder | $10,001 | $7,489+33.5% | $6,410+56.0% | $11,426-12.5% |