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 | $133,294 | $100,754+32.3% | $86,677+53.8% | $134,475-0.9% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -19.99% | 29.04%-49.0pp | 35.91%-55.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $993 | $3,489-71.5% | $2,836-65.0% | $4,740-79.0% |
| Participant deferral / active EE | $7,800 | $5,338+46.1% | $4,656+67.5% | $6,400+21.9% |
| Admin fee / account holder | $1,535 | $10,926-86.0% | $7,493-79.5% | $11,426-86.6% |